Thomas Podgorski
Thomas Podgorski is a registered investment advisor at Catrs Teachers Retirement Services LLC, based in Riverside, CA, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 5 clients.
Compensation
Firm Size
IM Fee
Fee Structure
CAtrs LLC offers ongoing financial consulting services for $420 per year, paid monthly. Alternatively, clients can pay up to $150 per hour for ongoing consulting, also paid monthly. These fees are negotiable. These services include investment and financial planning, annual or quarterly reviews, portfolio rebalancing, and tax loss harvesting.
CAtrs LLC offers financial planning services for a fixed fee between $125 and $150. Clients may terminate the agreement within five business days for a full refund.
Location
Riverside, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Catrs Teachers Retirement Services LLC
Previous Registrations
Catrs Teachers Retirement Services LLC
State Registrations1 state
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