Kutz & Company Inc. is an accounting and financial planning firm that provides tax and accounting services, personal financial planning, and investment management. Financial planning helps clients define goals, organize finances, and evaluate options. Investment management includes advice, asset allocation, rebalancing, and monitoring through mutual funds and exchange-traded funds.
Assets Under Management$120M
Clients66
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Kutz & Company Inc. manages investments for a percentage of the value of your portfolio each year. The rate is between 0.67% and 1.00%. Fees are calculated at the end of each quarter based on the average monthly value of your account. The minimum account size is $100,000. Fees may be negotiable.
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