Mitchell Goldstein
Mitchell Goldstein is a CFA, CFP-designated registered investment advisor at Kalorama Wealth Strategies, LLC, based in Oakland Park, FL, with 21 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 19 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For clients who initially place Discretionary Assets under KWS's management with a market value of $250,000 or less, the annual investment advisory fee shall be 1.50%. For Non-Discretionary Assets: First $1,000,000: 0.75%, Over $1,000,000: 0.50%. KWS generally requires a minimum annual fee of $5,000 for investment advisory services (not to exceed 3% of assets under management).
Fee Estimator
Location
Oakland Park, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kalorama Wealth Strategies, LLC
Previous Registrations
Medallion Advisory Services, LLC
Park Avenue Securities LLC
State Registrations1 state
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