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Project Gallery
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Kathleen Nemetz, MBA, CFP (r), CDFA (tm)
Family run registered investment advisors offering private wealth management and personalized selection of securities. Based in Marin, our clientele stretches across Northern California and many states. My financial planning practice is an integrated service offering of this 28 year old firm. We additionally offer an active bond trading desk, a rarity among boutique capital management firms.
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Testimonials
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How We Charge For Our Services
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401-k Rollover Assistance
- $150.00 to $200.00 fee only (hourly rate)
- 0.79 to 1.00 percent of assets under management
Clients opting in for fee based services pay for advice but choose to manage their own investments. Fee based services can be used for financial planning and for divorce transition analysis. Investments only clients pay a management fee if they wish my ongoing advice and help with their trades and rebalancing among asset categories. The rebalancing can help realign investments to a preagreed standard for balancing risk and reward.
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Business 401K & SEP Plans
- 0.70 to 1.00 percent of assets under management
I am compensated on an ongoing basis rather than for plan setup. I prefer to focus on building the relationship initially and in being compensated over time as my client thrives.
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Financial Advisors - Stocks & Bonds
- 0.79 to 1.00 percent of assets under management
Very few of my clients opt for a commissions only model of compensation. They want my ongoing advice. My fees on assets under management pay for ongoing advice and annual rebalancing reviews. We also undertake financial planning discussions as needed.
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Financial Planning & Investment Advice
- $150.00 to $200.00 fee only - hourly rate
Divorce cases are more complex than are financial planning cases. I tend to charge more for divorce related financial analysis.
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