How does the advisor help clients – Key Takeaways:
KOHFOUNDERS is a team of financial experts dedicated to providing clients with personalized and comprehensive financial advice. They work closely with their clients to understand their unique financial goals and create a customized plan to help them achieve success.
- They take a holistic approach in their financial planning, considering all aspects of their clients’ financial situation and creating a plan that covers investments, retirement, taxes, and estate planning.
- KOHFOUNDERS also offers ongoing support and guidance, regularly reviewing and adjusting their clients’ financial plans to ensure they stay on track.
- They strive to educate their clients and empower them to make informed financial decisions for themselves and their families.
Facts and Insights
Founded in 2005, KOHFOUNDERS has established itself as a leading financial advisory firm. They are known for their personalized approach, deep expertise, and exceptional customer service. Over the years, they have helped numerous individuals and families achieve their financial goals and build a strong financial foundation for the future.
The firm follows a fee-based model, meaning they are compensated through a combination of fees and commissions. This aligns their interests with their clients’ goals, as their compensation is not tied to specific financial products or investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 16 years |
Financial Services Offered
KOHFOUNDERS provides a wide range of financial services to meet the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Tax planning and optimization
- Estate planning
- Risk management and insurance planning
- Educational planning
Client Types
KOHFOUNDERS works with a variety of clients, including:
- High net worth individuals
- Business owners and entrepreneurs
- Professionals
- Retirees
- Young professionals
The firm is dedicated to understanding each client’s unique needs and creating a tailored approach to help them reach their financial goals.
Fees & Compensation
KOHFOUNDERS believes in transparency and provides their clients with a clear breakdown of their fees and compensation. They charge a percentage of assets under management as their fee, along with commissions on certain transactions.
Their fees are competitive and in line with industry standards, and they are committed to providing value to their clients through their high-quality services.
Background
KOHFOUNDERS was founded by a team of experienced financial professionals with a shared vision of providing personalized, unbiased financial advice to individuals and families. They bring together a diverse set of skills and expertise to best serve their clients.
The firm values continued education and staying up-to-date with industry trends and regulations, and their advisors regularly participate in professional development opportunities to maintain the highest level of knowledge and expertise.
Financial Advisor Disclosures to Know
KOHFOUNDESFS is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interests of their clients and provide full disclosure of any potential conflicts of interest.
The firm’s advisors are also required to disclose any relevant legal or disciplinary events, such as criminal charges or regulatory actions, which can be found on the firm’s Form ADV.