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Katherine Seiter

8 Years of Experience
Coral Springs, FL

Katherine Seiter is a registered investment advisor at Atyant Capital Management LTD, based in Coral Springs, FL, with 8 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 6 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$78.4M average
Assets Under Management
$470.2M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Qualified investors are also charged a performance-based fee of 20% of outperformance over the MSCI India Total return Index in USD subject to high water marks. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11555 Heron Bay Blvd, Suite 200, Coral Springs, FL, 33076

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Atyant Capital Management LTD
May 2017 - Present · 9 yrs
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.