Veska Kita
Advisor at ACI Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Veska Kita is a financial advisor at ACI Group with 24 years of industry experience. She holds a Series 66 designation and has been associated with Arete Wealth Management since 2011 and AFC Asset Management Services, Inc. since 2010. Outside of her advisory work, she serves as the treasurer for the nonprofit City Wildlife and is a board member and shareholder of Accustrata, Inc., a company specializing in thin film technology. ACI Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm offers discretionary portfolio management, comprehensive financial and business planning, and corporate retirement-plan advisory, employing a range of strategies that include fundamental and technical analysis, with a formal communications and education program for clients.
Client services
Based on ACI Group
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Based on ACI Group
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Key person insurance & risk mitigation
Tax strategies for small businesses
Fee options
$0 - $500,000: 0.375% quarterly $500,001 - $1,000,000: 0.3125% quarterly $1,000,001+: 0.25% quarterly
Fee-only: Hourly fee for financial and business planning services: $350 per hour billed in half-hour increments; recurring quarterly fees based on same hourly rate may be charged
Location
Chevy Chase, MD
Most active in
Veska K has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Virginia
Work history
Arete Wealth Managment
2011 - Present (15 years)
AFC Asset Management Services, Inc.
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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