Andrew Katzenberger is a registered investment advisor at Katz Capital Advisors, based in Caldwell, ID, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
217 W Beech St, Caldwell, ID, 83605
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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.
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Andrew is a 33% owner of AJS Inc. DBA: Analytics Computers, a non-investment related business. He spends minimal time on passive owner duties.
Employment History
Current Registrations
Katz Capital Advisors
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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