Kutz and Company INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Kutz & Company Inc. is an accounting, tax, and financial planning firm operating in Great Neck, New York. Founded in 1995, the firm is solely owned by Andrew Kutz. Kutz & Company offers a wide range of services, including comprehensive personal financial planning, tax preparation and accounting services, and discretionary asset management. The asset management services focus on building and maintaining diversified portfolios using exchange-traded funds, mutual funds, fixed income, and cash, tailored to each client's risk tolerance, financial status, and tax situation. The firm custodies client accounts through Charles Schwab & Co., Inc. In addition to investment and financial planning, associates may also offer insurance products through separate licensing. Kutz & Company emphasizes a personalized approach, coordinating various financial needs while legally acting in the best interest of clients.

Assets Under Management$120M
Clients66
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$58M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Rates range between 0.67% and 1.00% per annum and are negotiable. Minimum account size is $100,000.

Fee Estimator
Your Portfolio Value
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Location

2 Advisors at this firm

Kutz and Company INC. - Fees, AUM & Advisors | TrueAdvisor