Chad Katunar
Chad Katunar is a registered investment advisor at Raymond James (USA) LTD, based in Victoria, British Columbia, with 2 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
1000 - 1175 Douglas Street, Victoria, British Columbia, V8W 2E1
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Chad is a financial advisor with Raymond James Ltd (RJL) since August 2023, dedicating full-time hours to sales. He is also licensed with Raymond James Financial Planning Ltd (RJFP) since December 2023, dedicating about 10-20% of his time to life insurance sales.
Employment History
Current Registrations
Raymond James (USA) LTD.Broker
Raymond James (USA) LTD.
Raymond James (USA) LTD
State Registrations3 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.