Kaitlin Weidner is a CFA-designated registered investment advisor at Douglas C. Lane & Associates, based in New York, NY, with 3 years of industry experience. Kaitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,144 clients with $8.4B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.30% |
Fees are negotiable for certain clients, and some employees, friends, and family do not pay fees or receive discounts.
Fee Estimator
Location
One Dag Hammarskjold Plaza, 885 Second Avenue, 42 Floor, New York, NY, 10017
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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
Douglas C. Lane & Associates
State Registrations1 state
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.
Exams
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