Kutz And Company Inc.

Kutz & Company Inc. is an accounting and financial planning firm established in 1995, offering tax, accounting, financial planning, and asset management services. The firm is solely owned by Andrew Kutz, a licensed CPA since 1985. Services include comprehensive financial planning at an hourly rate of $275, with fees based on the complexity of each case. Discretionary asset management services are offered at rates between .67% to 1.00% of assets under management per annum, with a minimum account size of $100,000. The firm primarily uses no-load mutual funds, ETFs, fixed income, and cash in client accounts, avoiding load funds, individual issues, and options. Clients receive quarterly statements and regular communications. Fees for financial planning are billed at $275 per hour, while asset management fees range from .67% to 1.00% per annum, based on average monthly assets under management. Clients may terminate the service agreement at any time, with fees deducted from client accounts or billed directly. The firm does not receive commissions on securities or insurance products. Kutz & Company Inc. does not use performance-based fees or side-by-side management. The firm serves individuals, professionals, trusts, and high net worth individuals, with a minimum account size of $100,000. Investment strategies are tailored to each client's risk profile and needs, with a focus on diversified mutual funds and ETFs. The firm does not vote client securities and does not require prepayment of client fees.