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How Does the Advisor Help Clients – Key Takeaways:
Grant Koehler & Levin Ltd. is a financial advisory firm that provides expert financial advice and comprehensive services to its clients. They have a team of experienced financial experts who utilize their knowledge and expertise to help clients achieve their financial goals.
- Provide personalized financial advice based on each client’s unique financial situation.
- Help clients create a comprehensive financial plan to achieve their short-term and long-term goals.
- Offer a wide range of financial services to cater to the diverse needs of clients.
- Work closely with clients to educate them about financial management and investment options.
- Provide ongoing support and guidance to help clients make informed financial decisions.
Facts and Insights
Grant Koehler & Levin Ltd. was founded in 1998 and has been providing exceptional financial services for over 20 years. With a team of highly qualified advisors, they have established a reputation for delivering top-notch financial advice to individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
*Note: The AUM and number of advisors are subject to change as the firm’s business grows and clients are added or subtracted.
Financial Services Offered
Grant Koehler & Levin Ltd. offers a comprehensive range of financial services to help clients manage, grow, and protect their wealth. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Grant Koehler & Levin Ltd. caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation
Grant Koehler & Levin Ltd. charges a fee for their financial services which is based on a percentage of the assets under management. This fee may vary depending on the type and complexity of the services provided. The firm operates on a fee-only basis, meaning they do not receive commissions or incentives from third parties for recommending specific products.
Background
The team at Grant Koehler & Levin Ltd. consists of highly qualified and experienced financial advisors who are dedicated to providing personalized and comprehensive services to their clients. They stay updated with the latest financial trends and strategies to provide the best advice and solutions to their clients.
Financial Advisor Disclosures to Know
Grant Koehler & Levin Ltd. has no disclosures listed on their Form ADV, which is filed with the Securities and Exchange Commission (SEC). This means that there are no disciplinary actions or events that could impact their ability to provide financial advice to their clients.