Ira Katz
Ira Katz is a registered investment advisor at Gladstone Wealth Partners, based in Melville, NY, with 25 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
105 Maxess Road Suite 314, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2015Criminal
May 1993Other Business Activities
Ira operates his LPL business under the name The Choice Group and provides investment advisory services through Gladstone Institutional Advisory, LLC, where he is a Registered Investment Advisor. He spends about half his time on these activities, including working as a broker-dealer registered representative with LPL Financial.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.