Gregory Dob is a CFP-designated registered investment advisor at Kitching Partners, LLC, based in Conshohocken, PA, with 1 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 1 more. Their firm serves 103 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kitching Partners' annual investment management fees generally range from 0.15% to 1.00% of the value of your portfolio. The exact fee is negotiable and depends on factors like the size of your account, complexity of your assets, and the services provided. Fees are paid quarterly, in advance, based on the value of your investments on the last day of the previous billing period.
Location
555 E North Lane, Suite 5045, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kitching Partners, LLC
State Registrations1 state
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