William Buchanan is a CFA-designated registered investment advisor at Katalgar Capital Management, LLC, based in Bethesda, MD, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 4 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Katalgar Capital Management charges an annual fee based on the value of your portfolio, billed quarterly. The fee is negotiable between 1.00% and 2.00%, with potentially higher fees for clients with unique needs.
Location
Bethesda, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Katalgar Capital Management, LLC
State Registrations1 state
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