Carolyn Nunez is a CFP-designated registered investment advisor at Ithaka Financial Planning, LLC, based in Chevy Chase, MD, with 15 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $81M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Ithaka will never charge a fee greater than 3% of assets under management for Portfolio Management services. Investment advisory fees/portfolio management fees above 2% of assets under management exceeds the industry norm.
Fee Estimator
Contact
Carolyn Nunez
Location
5425 Wisconsin Ave, Suite 600, Chevy Chase, MD, 20815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ithaka Financial Planning, LLC
State Registrations5 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.
Exams
Additional Information
Ithaka Financial Planning provides a safe environment where you can make important decisions about your journey, face hard truths, and make dreams a reality.