About EASAN KATIR WEALTH MANAGEMENT
EASAN KATIR WEALTH MANAGEMENT is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, EASAN KATIR WEALTH MANAGEMENT provides personalized and comprehensive financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial services
- Focuses on helping clients achieve their financial goals
- Experienced and knowledgeable team of advisors
Facts and Insights
EASAN KATIR WEALTH MANAGEMENT has been in the financial industry for over 20 years and has a strong track record of helping clients navigate through different market conditions. They have a deep understanding of financial markets and use their expertise to create customized solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
Client Types
EASAN KATIR WEALTH MANAGEMENT works with a diverse range of clients including high-net-worth individuals, families, and small businesses. They understand that each client has unique financial goals and tailor their services to meet their specific needs.
Fees & Compensation
EASAN KATIR WEALTH MANAGEMENT is a fee-based firm, which means they charge a percentage of assets under management as their fee. This aligns their interests with their clients’ and ensures that they are always working towards their clients’ best interests.
Background
EASAN KATIR WEALTH MANAGEMENT was founded by Easan Katir, a seasoned financial advisor with over 30 years of experience in the industry. He holds several industry designations and has a wealth of knowledge and expertise to offer to his clients.
Financial Advisor Disclosures to Know
- EASAN KATIR WEALTH MANAGEMENT has a fiduciary duty to act in the best interests of their clients.
- They have no disclosures on their record with regulators.
- All advisors at EASAN KATIR WEALTH MANAGEMENT are properly licensed and registered to offer financial advice.