Kathleen Tatulli
Kathleen Tatulli is a registered investment advisor at Capstone Wealth Management Group, LLC, based in Dunmore, PA, with 7 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 524 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capstone Wealth Management charges a percentage of your portfolio annually, ranging from 0.00% to 1.75%. The exact rate depends on the size of your portfolio and the complexity of the services you need. Fees are calculated based on the value of your investments at the end of the previous quarter.
Location
1202 Meade Street, Dunmore, PA, 18512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is a partner at Tatulli & Associates, dedicating full-time hours to the role.
Employment History
Current Registrations
Capstone Wealth Management Group, LLC
State Registrations1 state
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