Katz Family Financial Advisors provides investment management services. They meet with clients to discuss their financial situation, investment goals, and risk tolerance to design and implement an investment strategy. They offer non-discretionary management of investment portfolios, meaning they make recommendations, but the client makes the final decision. All clients participate in a wrap fee program.
Assets Under Management$110M
Clients117
Advisors2
Avg. per Client$910K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% annual fee is an all-inclusive fee for investment advisory services, brokerage commissions, transaction fees, and other related costs and expenses.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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