Katrina Soelter is a CFP-designated registered investment advisor at Avise Financial, based in Los Angeles, CA, with 12 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 5 more. Their firm serves 170 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avise Financial manages investment portfolios for a fee based on the value of your portfolio. The annual advisory fee will not exceed 2% of the market value of your portfolio. Fees are negotiable. Avise also offers the use of third-party managers for portfolio management services, with total fees charged by both parties not exceeding 2% per year.
Contact
Katrina Soelter
Location
7080 Hollywood Blvd., Suite 700, Los Angeles, CA, 90028
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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
Avise Financial
Previous Registrations
Equalis Financial
Kcs Wealth Advisory
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.