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How does the advisor help clients – Key Takeaways:
KOLTAI & COMPANY ADVISORS, LLC focuses on providing financial expertise to clients in a variety of ways. They offer a range of services and cater to different client types. The firm has a strong background with many years of experience and a team of talented advisors. However, it is important for clients to understand all the financial disclosures before engaging with the firm.
Facts and Insights
KOLTAI & COMPANY ADVISORS, LLC has been providing financial advisory services since its establishment in 2002. With a team of 5 advisors, they manage approximately $50 million in assets. The firm primarily provides financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Total Assets Under Management |
|---|---|---|
| 2002 | 5 | $50 million |
Financial Services Offered
KOLTAI & COMPANY ADVISORS, LLC offers a wide range of financial services to its clients. These include financial planning, investment management, retirement planning, tax planning, and risk management. They also provide advice on estate planning and charitable giving strategies to clients.
Client Types
The firm caters to a variety of client types including individuals, high-net-worth individuals, families, and businesses. They also work with trusts, estates, and endowments. KOLTAI & COMPANY ADVISORS, LLC tailors its services to meet the specific needs and goals of each client.
Fees & Compensation
KOLTAI & COMPANY ADVISORS, LLC charges a percentage of assets under management as their fee. The fee structure is based on a tiered schedule, with lower rates for larger assets. The firm also offers performance-based fees on a case-by-case basis. They do not receive any commissions or referral fees, ensuring that their advice is solely focused on the best interests of their clients.
Background
KOLTAI & COMPANY ADVISORS, LLC was founded by John Koltai, a seasoned financial expert with over 30 years of experience in the industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Under his leadership, the firm has established a reputation for providing personalized and comprehensive financial advice to clients.
Financial Advisor Disclosures to Know
It is essential for clients to understand the potential risks and conflicts of interest before engaging with a financial advisor. KOLTAI & COMPANY ADVISORS, LLC has no legal or disciplinary actions against the firm or its advisors over the past 10 years. They are registered with the Securities and Exchange Commission (SEC), and their advisors are licensed to offer financial services.