Zev Katz is a registered investment advisor at Portfolio Strategies INC Ny, based in Montvale, NJ, with 2 years of industry experience. Zev operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,412 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.98% |
Annual investment advisory fee ranges up to 0.98%, billed quarterly in arrears. Fees are negotiable based on the size and nature of the relationship.
Fee Estimator
Location
180 Summit Avenue, Suite 200, Montvale, NJ, 07645
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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 →Employment History
Current Registrations
Portfolio Strategies INC Ny
State Registrations1 state
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.
Exams
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