Anna N'jie-Konte is a CFP-designated registered investment advisor at Poder Wealth Advisors, based in Bethesda, MD, with 10 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 30 clients with $4.5M 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 - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
4933 Auburn Ave, Ste 2, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anna is employed as CEO of Dare to Dream Consulting and spends about 10-20% of her time providing speaking engagement services. The consulting firm is located in Chevy Chase, Maryland.
Employment History
Current Registrations
Poder Wealth Advisors
Previous Registrations
Poder Wealth Advisors
Re-Envision Wealth
Dare to Dream Financial Planning
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations3 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.