Katz Family Financial Advisors, LLC

Katz Family Financial Advisors provides investment management services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm operates as a registered investment advisor and offers a bundled fee program through Fidelity Investments where clients pay a single annual fee that covers investment advice and trading costs without separate brokerage commissions. Katz Family Financial Advisors manages portfolios on a non-discretionary basis, meaning the firm makes recommendations but requires client consent before executing any trades. The firm relies on fundamental analysis and proprietary screening strategies to select individual stocks, bonds, mutual funds, and exchange-traded funds that match client goals. Katz Family Financial Advisors does not have any account minimums and does not charge performance-based fees.