Assets Under Management
$106.5M
Number of Clients
117
Number of Advisors
2
Average Client AUM
$910K
AUM per Advisor
$53.3M
Compensation
Fee-Only (AUM)
Katz Family Financial Advisors, LLC offers non-discretionary investment management services. They meet with clients to discuss their financial situation, objectives, and risk tolerance to design and implement an investment strategy. They may also provide limited consultation services on investment and non-investment related matters and limited financial planning and seminar services.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
The annual management fee is non-negotiable.
3307 Duke Street, Alexandria, VA, 22314-4522