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Harold Evensky and Deena Katz

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Evensky, Brown & Katz

2333 Ponce de Leon Boulevard, Penthouse Suite 1100

Coral Gables, Florida 33134-6622

Phone: 305-448-8882 or 800-448-5435

[email protected] o [email protected]

Year practice began: 1984

Number of advisors in office: 7 professionals, 11 support staff

Number of clients (Evensky): 120

Number of clients (Katz): 40

Total number of clients (firm): 240

Compensation method(s): Fee-based

Annual retainer fee: Sliding scale based on assets under management and complexity of the client’s finances, from $10,000 for clients with less than $1 million to $67,000 for clients with $7.5 million to $10 million, and a negotiated rate for those with more than $10 million.

Hourly fee: $400

Client demographics: Primarily Florida professionals and business owners between the ages of 40 and 80, with a median age of 50.


Education: B.S., M.S. in engineering from Cornell University

Previous incarnations: VP of investments at Drexel Burnham Lambert, VP of investments at Bache, partner in homebuilding companies, U.S. Army captain, engineer at Procter & Gamble

Professional designation(s): CFP

Outside interests: Travel, wine

Books published: Wealth Management (McGraw-Hill, 1996), Y2K and Your Money (Sitting Duck Press, 1999), Long-Term Health Care (Houghton Mifflin, 1990)


Education: B.A. in education and English from Adrian College (Michigan)

Previous incarnations: President of another financial planning firm, VP and con- troller of Katz Realty, teacher of high school English and first grade

Professional designation(s): CFP

Outside interests: Music, reading, travel

Books published: Deena Katz’s Tools and Templates for Financial Advisers (Bloomberg, 2001), Deena Katz on Practice Management (Bloomberg, 1999), Taking Charge of Your Retirement (Lee Simmons Associates, 1997), Long-Term Care: Needs, Costs, and Financing (Health Insurance Association of America, 1996), Planning for Long-Term Care Needs (Lee Simmons Associates, 1997), Planning Long-Term Health Care (Houghton Mifflin, 1990)