Katz-Moses Financial manages investment portfolios and provides financial planning services such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial plans are tailored to individual client needs and goals. The firm also offers ongoing financial planning services for a fixed quarterly or monthly fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | Included |
| $800K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Investment management services are included in the Ongoing Financial Planning fees for Client Couples with less than $800,000 in assets under management and Individual Clients with less than $600,000 in assets under management. If a Client couple is engaging Katz-Moses Financial for stand-alone Investment Management services, and has less than $800,000 in assets under management, the annual advisory fee is negotiable. If an Individual Client is engaging Katz-Moses Financial for stand-alone Investment Management services, and has less than $600,000 in assets under management, the annual advisory fee is negotiable.
