Catherine Kirchner is a registered investment advisor at Donalies Financial Planning, LLC, based in Washington, DC. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 140 clients with $180M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Minimum annual fee of $5,000, not to exceed 3% of assets under management. Fees are negotiable. Similarly situated clients could pay different fees.
Fee Estimator
Location
Washington, DC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Catherine is the owner of Uncommon Beef, LLC, a farm-to-table grass-fed beef business. She spends a few hours per week on this non-investment-related activity, outside of trading hours.
Employment History
Current Registrations
Donalies Financial Planning, LLC
State Registrations1 state
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