Cates Fp, Cates Tax Advisory

Overview

Cates Fp, Cates Tax Advisory is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and presents itself also in the role of an accountant/tax adviser, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm is not identified as a multi-state adviser, pension consultant, capital allocator, or active ESG investor.

Assets & Accounts

Investments & Alternatives