Advisor at Easan Katir Wealth Management
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Firm
Easan Katir Wealth Management
Location
Woodland, CA
Credentials
Series 66
Industry experience
28 years
Easan Katir is the sole advisor at Easan Katir Wealth Management, an independent firm based in Woodland, CA. He holds a Series 66 designation and has 28 years of industry experience, including 25 years at his current firm. Katir serves as a director of the Hindu American Foundation and is an owner and consultant for Cornucopia Capital, LLC, where he assists with acquisitions, financing, and staffing. Easan Katir Wealth Management provides portfolio management for high-net-worth individuals, trusts, charitable institutions, and corporate pension and profit-sharing plans. The firm employs a proprietary quantitative investment approach focused on absolute returns through non-correlated strategies across U.S. markets, and it also offers pension plan design, administration, and consulting services.
Based on Easan Katir Wealth Management
$1,200 to design and implement a new pension plan; $900 plus $35 per employee for annual accounting and Form 5500 filings
$500,000 - $1,000,000: 1.5% $1,001,000 - $2,000,000: 1.0% $2,001,000 - $5,000,000: 0.8% $5,001,000 - $10,000,000: 0.6%
$190 per hour
Account minimum: $500,000
Woodland, CA
California · Texas
KATIR, EASAN
2001 - Present (25 years)
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Real estate agent
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Other specialized services
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