Veska Kita is a registered investment advisor at Aci Group, based in Chevy Chase, MD, with 24 years of industry experience. Veska operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Chevy Chase, MD
Get directionsHistory
Regulatory History (6)
Customer Dispute
November 2011Customer Dispute
February 2010Employment Separation After Allegations
September 2009Customer Dispute
November 2004Customer Dispute
October 2004Customer Dispute
September 2004Other Business Activities
Veska is associated with ACI Group/American Capital Investments as an RIA. She also serves as treasurer for the non-profit City Wildlife, dedicating a few hours per week, and is a shareholder and board member for AccuStrata, Inc., spending minimal time on this role.
Employment History
Current Registrations
Aci Group
Previous Registrations
Afc Asset Management Services, INC.
Suntrust Investment Services, INC.
Ftb Advisors, INC.
Lincoln Financial Advisors Corporation
American Express Financial Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.