Kathleen Dulko is a registered investment advisor at Ashford Investment Advisors, based in Daytona Beach, FL, with 9 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 75 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the amount of assets under management, complexity of client goals and objectives, and level of services rendered.
Fee Estimator
Location
629 N Peninsula Drive, Daytona Beach, FL, 32118
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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.
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Kathleen works as a Corporate Controller at Halifax Health, a community hospital, since 2010. This full-time position involves financial reporting, accounting standards, and overseeing a department of 30 employees.
Employment History
Current Registrations
Ashford Investment Advisors
State Registrations2 states
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