Andrew Kutz is a CFP-designated registered investment advisor at Kutz and Company INC., based in Great Neck, NY, with 2 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kutz & Company Inc. manages investments for a percentage of the value of your portfolio each year. The rate is between 0.67% and 1.00%. Fees are calculated at the end of each quarter based on the average monthly value of your account. The minimum account size is $100,000. Fees may be negotiable.
Location
475 Northern Blvd, Ste 26, Great Neck, NY, 11021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the President and a CPA at Kutz & Kutz CPA's P.C. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Kutz and Company INC.
State Registrations1 state
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