Daniel Katz
Daniel Katz is a CFP-designated registered investment advisor at Revolve Wealth Partners, LLC, based in Hackensack, NJ, with 21 years of industry experience. Daniel 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, Insurance Planning, and 3 more. Their firm serves 665 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
For private placement investments, there is also an annual administrative and due diligence fee of 0.25%. A lesser fee of up to 0.50% may be charged for assets not being managed but where consulting services are provided. The firm can impose a minimum fee that will be agreed upon by the client.
Fee Estimator
Location
411 Hackensack Avenue, Suite 1005, Hackensack, NJ, 07601
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Daniel is a partner at Revolve Wealth Partners, an RIA, providing wealth planning services, dedicating full-time hours to this role. He is also an agent at PKS Financial, offering fixed insurance solutions, and a partner at KI Investment Fund, LLC, investing in opportunities, dedicating a few hours per week to each.
Employment History
Current Registrations
Revolve Wealth Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.