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About HOLTON & KOSANKE WEALTH MANAGEMENT, LLC
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC is a financial advisory firm dedicated to providing expert financial guidance to their clients. With a team of experienced professionals, HOLTON & KOSANKE WEALTH MANAGEMENT, LLC is able to help clients achieve their financial goals through personalized plans and comprehensive services.
How does HOLTON & KOSANKE WEALTH MANAGEMENT, LLC help clients? – Key Takeaways:
- Expert financial guidance from experienced professionals
- Personalized plans tailored to clients’ financial goals
- Comprehensive services to help clients achieve financial success
Facts and Insights:
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC has been in business since 2012 and has steadily grown to become a trusted financial advisor in the industry. The firm currently manages over $500 million in assets and has a team of 10 advisors dedicated to serving their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2012 | $500 million | 10 |
Financial Services Offered:
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC offers a wide range of financial services to their clients including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- And more
Client Types:
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC provides financial services to a diverse range of clients including:
- High net worth individuals
- Business owners
- Retirees
- Families
Fees & Compensation:
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC charges a percentage of assets under management as their primary method of compensation. This ensures that the firm’s interests are aligned with those of their clients. The exact fee structure is discussed and agreed upon with each individual client.
Background:
The founding partners of HOLTON & KOSANKE WEALTH MANAGEMENT, LLC have over 30 years of combined experience in the financial industry. They bring expertise and knowledge to the firm, helping clients make informed decisions and achieve their financial goals. The firm has a strong focus on building long-term relationships with their clients and providing exceptional service.
Financial Advisor Disclosures to Know:
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC takes transparency and honesty seriously and strives to provide full disclosure to their clients. Before working with the firm, clients are provided with a full disclosure document outlining any potential conflicts of interest, compensation, and other important information to consider.
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