Kassouf Wealth Advisors, LLC

Kassouf Wealth Advisors, LLC is a fee-only registered investment advisory firm established in 1999 by Gerard J. Kassouf and David P. Kassouf. The firm specializes in financial planning, investment consulting, and asset management services for individuals, businesses, and qualified retirement plans. They primarily utilize an investment approach based on Modern Portfolio Theory, focusing on systematic diversification and passive investing with indexed mutual funds. The firm's investment strategy aims to control client fees, expenses, and taxes. Kassouf Wealth offers wealth management, financial planning, and retirement plan services through a relationship with Savant Wealth Management LLC. Clients have the option to grant discretionary authority to Kassouf Wealth for investment decisions. The firm charges fees based on a percentage of assets under management, with fee schedules varying based on the level of assets. Kassouf Wealth does not charge performance-based fees and does not receive compensation from commission-based investment sponsors. Clients have the option to invest in private investments based on their financial goals and risk tolerance. Kassouf Wealth does not exercise proxy voting authority over client securities, allowing clients to retain control over their voting rights. The firm has a business continuity plan in place to ensure operations during significant disruptions. Additionally, Kassouf Wealth maintains strict privacy policies to protect client information. For more details, clients can refer to the firm's brochure and brochure supplements available on the SEC's website.