Validmir Kats is a registered investment advisor at Fiduciary Financial Advisors, based in Baltimore, MD, with 1 years of industry experience. Validmir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
Baltimore, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Validmir is a member of the advisory board for Alchemy of Money and an investor in Greater Maryland Title, Kasa LLC, and NightRider Inc, each requiring minimal time. He also works as a business consultant in private practice, dedicating about 10-20% of his time, and holds a real estate license in Maryland, requiring minimal time.
Employment History
Current Registrations
Fiduciary Financial Advisors
State Registrations1 state
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