MK
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
117 clients
Average Client Portfolio
$910K average
Assets Under Management
$106.5M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
The annual management fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The firm charges an annual fee of 1% of the market value of assets, assessed quarterly in arrears. This fee covers investment advisory services, brokerage commissions, and transaction fees. Clients may also incur charges from third parties, such as custodial fees and fund expenses. The annual management fee is non-negotiable.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable Giving
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Advisor Information
Office location
3307 Duke Street, Alexandria, VA, 22314-4522
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Katz Family Financial Advisors, LLC
March 2005 - Present · 20 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
February 2004 - March 2005 · 1 yr 1 mo
Eastern Point Advisors INC.
June 2001 - April 2003 · 1 yr 10 mos
State Registrations5 states
DELAMDNYVA
Advisor
Exams
No exam information available for this advisor.