Adam Gold is a registered investment advisor at Katam Hill LLC, based in Sherman Oaks, CA, with 10 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $42M 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $75.0M | 0.70% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
In addition to the asset-based fee, Katam charges a performance fee of 10% on amounts above 0% return, but only to qualified clients.
Fee Estimator
Location
15233 Ventura Boulevard, Suite 535, Sherman Oaks, CA, 91403
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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
Katam Hill LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gilder Gagnon Howe & CO. LLCBroker
State Registrations4 states
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