Kathleen Baltra
Kathleen Baltra is a registered investment advisor at Bancroft Capital, LLC, based in Fort Washington, PA, with 19 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plans: The fixed fee for creating client financial plans is generally between $1,000 to $2,500, depending on the complexity of the situation and the needs of the client.
- Hourly Consulting: If the engagement is on an hourly basis, the hourly fee for these services is generally between $100 and $200.
Location
501 Office Center Drive, Suite 130, Fort Washington, PA, 19034
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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
Bancroft Capital, LLCBroker
Bancroft Capital, LLC
Previous Registrations
Cm Advisory, LLC
Cfg Capital Markets, LLCBroker
1914 Advisors
Boenning & Scattergood, INC.Broker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
State Registrations19 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.