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, who can implement the advice themselves or with their portfolio managers. Services include investment policy statement development/review, selection of investment vehicles, monitoring of investment procedures and performance, and investment adviser/manager search and monitoring. Recommendations are tailored to individual client needs.
Fee Structure
BKIC charges a fixed retainer fee for investment consulting services, including performance evaluation, asset allocation, investment policy review, investment manager searches, and client meetings. Fees are typically billed quarterly in advance. Fees and annual minimums are negotiable based on factors like assets to be advised, type of assignment, and scope of work. The firm typically requires a minimum annual retainer fee of $50,000 for Investment Consulting Services, but lesser amounts are sometimes accepted. Clients may incur additional fees for services outside the general scope of the agreement.
Areas of Practice
Location
411 Seventh Avenue, Suite 1425, Pittsburgh, PA, 15219-1905