Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
117 clients
Average Client Portfolio
$910K average
Assets Under Management
$106.5M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual 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
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Location

3307 Duke Street, Alexandria, VA, 22314-4522

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History

Regulatory 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.

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Employment History
Current Registrations
Katz Family Financial Advisors, LLC
March 2005 - Present · 20 yrs 11 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.