Karen Tatman is a CFP-designated registered investment advisor at Kmt Wealth Management, LLC, based in Hermosa Beach, CA, with 2 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable.
Fee Estimator
Location
2447 Pacific Coast Hwy, 2nd Floor, Hermosa Beach, CA, 90254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kmt Wealth Management, LLC
Previous Registrations
Validus Capital LLC
State Registrations1 state
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