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Konstantina Karterouli

Folger Nolan Fleming Douglas Incorporated
5 Years of Experience
Washington, DC
Broker
View SEC Summary
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Konstantina Karterouli is a registered investment advisor at Folger Nolan Fleming Douglas Incorporated, based in Washington, DC, with 5 years of industry experience. Konstantina 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.

Folger Nolan Fleming Douglas Incorporated
Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
Number of Clients
262 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$797.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

725 15th Street Nw, Washington, DC, 20005-2109

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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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Other Business Activities

Konstantina works as an assistant to a portfolio manager at Folger Nolan Fleming Douglas Capital Management Inc. since August 2020. This role involves securities research and assisting with investment management, taking up nearly all of her time.

Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
February 2021 - Present · 5 yrs 8 mos
Folger Nolan Fleming Douglas IncorporatedBroker
January 2021 - Present · 5 yrs 9 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

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.
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