Easan Katir Wealth Management manages investment portfolios for high net worth individuals, trusts, and retirement plans. Services are tailored to individual client needs, and clients can request restrictions on their accounts. Easan Katir uses quantitative strategies to invest in US markets, including global American Depositary Receipts and Exchange Traded Funds.
Assets Under Management$35M
Clients44
Advisors1
Avg. per Client$790K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fee may be negotiable for a specific period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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