Andrew Katz-Moses is a registered investment advisor at Katz-Moses Financial LLC, based in Washington, DC, with 6 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, Federal Employees, Financial Planning & Coaching, Investment Management, and 4 more. Their firm serves 57 clients with $25M 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 $800K | Included |
| $800K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Investment management services are included in the Ongoing Financial Planning fees for Client Couples with less than $800,000 in assets under management and Individual Clients with less than $600,000 in assets under management. If a Client couple is engaging Katz-Moses Financial for stand-alone Investment Management services, and has less than $800,000 in assets under management, the annual advisory fee is negotiable. If an Individual Client is engaging Katz-Moses Financial for stand-alone Investment Management services, and has less than $600,000 in assets under management, the annual advisory fee is negotiable.
Fee Estimator
Contact
Andrew Katz-Moses
Location
Washington, DC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Katz-Moses Financial LLC
State Registrations3 states
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