Bilkeykatz Investment Consultants

Assets Under Management

N/A

Number of Clients

35

Number of Advisors

3

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

BilkeyKatz Investment Consultants provides consulting advice to clients, including investment policy statement development, selection of investment vehicles, and monitoring of investment procedures and performance. They also perform investment adviser searches and provide other consulting services on a limited basis.

Fee Structure

Financial Planning:Investment management only
Annual Retainer:From $50,000/year
Areas of Practice
Investment ManagementHigh Net Worth
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Location

411 Seventh Avenue, Suite 1425, Pittsburgh, PA, 15219-1905

3 Advisors at this firm

Bilkeykatz Investment Consultants | TrueAdvisor