Catherine Portner
Catherine Portner is a registered investment advisor at Folger Nolan Fleming Douglas Incorporated, based in Washington, DC, with 6 years of industry experience. Catherine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 262 clients with $800M 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 | 0.30% |
Fees are 0.30% on equity positions and 0.10% on fixed income positions. No management fees are charged on cash, cash equivalents, or U.S. Treasuries.
Fee Estimator
Location
725 15th Street N.W., 2nd Floor, Suite 200, Washington, DC, 20005-2109
Get directionsHistory
Regulatory History (2)
Financial
October 2018Financial
June 2018Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
Folger Nolan Fleming Douglas IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.
Exams
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