Kaytie Salzman is a registered investment advisor at Bcg Securities, INC., based in Portland, OR, with 11 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
Portland, OR
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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
Bcg Securities, INC.
Bcg Securities, INC.
Horace Mann Investors, INC.
Horace Mann Investors, INC.
Bcg Securities, INC.Broker
Horace Mann Investors, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Next Financial Group, INC.Broker
Western International Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Scf Securities, INC.Broker
Cuso Financial Services, L.P.
Cadaret, Grant & CO., INC.Broker
Cuso Financial Services, L.P.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Fidelity Brokerage Services LLCBroker
First Investors CorporationBroker
Country Capital Management CompanyBroker
State Registrations1 state
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