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About KOENIG INVESTMENT ADVISORY, LLC
KOENIG INVESTMENT ADVISORY, LLC is a renowned financial advisory firm that aims to provide top-notch financial expertise to its clients. With years of experience in the industry, the team at KOENIG INVESTMENT ADVISORY, LLC has successfully helped clients make informed decisions and achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides expert financial advice
- Assists in creating personalized financial plans
- Offers a wide range of financial services
- Tailors services to fit client’s needs and goals
Facts and Insights:
KOENIG INVESTMENT ADVISORY, LLC has been in business for over 10 years and has managed assets worth millions of dollars for its clients. The firm prides itself on its team of highly qualified and experienced financial experts who stay updated with the latest market trends and provide valuable insights to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 5 | 10+ |
Financial Services Offered:
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning
- Insurance planning
Client Types:
KOENIG INVESTMENT ADVISORY, LLC caters to a diverse range of clients including high net-worth individuals, businesses, and organizations. The firm offers customized solutions to fit the unique needs and goals of each client.
Fees & Compensation:
KOENIG INVESTMENT ADVISORY, LLC believes in transparent and fair pricing. The firm charges a percentage of assets under management as fees, with a minimum annual fee of $10,000. The exact fee structure is discussed and agreed upon with the clients before any services are rendered.
Background:
KOENIG INVESTMENT ADVISORY, LLC was founded by John Koenig, a seasoned financial advisor with over 20 years of experience in the industry. Under his leadership, the firm has grown into one of the most reputable and trusted financial advisory firms in the country.
Financial Advisor Disclosures to Know:
KOENIG INVESTMENT ADVISORY, LLC follows ethical and legal standards set by regulatory authorities and always puts the best interests of its clients first. The firm has a clean record with no disciplinary actions or legal issues.