Katz Family Financial Advisors, LLC
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)
About This Firm
Katz Family Financial Advisors, LLC offers non-discretionary investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. They design and implement investment strategies based on client's financial situation, objectives, and risk tolerance. The firm also provides limited financial planning and seminar services.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
The annual management fee is non-negotiable.
Fee Estimator
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
Location
3307 Duke Street, Alexandria, VA, 22314-4522