Catherine Portner
Catherine Portner is a registered investment advisor at Folger Nolan Fleming Douglas Incorporated, based in Washington, DC, with 6 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 471 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The annual advisory fee is 0.30% on equity positions and 0.10% on fixed income positions (and no management fees on cash or cash equivalent positions, including U.S. Treasuries). Fees may be negotiable.
Fee Estimator
Location
725 15th Street N.W., 2nd Floor, Suite 200, Washington, DC, 20005-2109
Get directionsHistory
Regulatory History (2)
Financial
October 2018Financial
June 2018Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
Folger Nolan Fleming Douglas IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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