How does the advisor help clients – Key Takeaways:
KOOMAN & ASSOCIATES provides financial expertise and guidance to clients to help them achieve their financial goals and make informed financial decisions.
Some key takeaways on how the advisor helps clients are:
- Offers a range of financial services to suit each client’s unique needs
- Works with a variety of client types, including individuals, families, and businesses
- Has a history of financial management and success in the industry
- Makes all necessary client disclosures available in accordance with regulations
Facts and Insights
KOOMAN & ASSOCIATES has been in the financial services industry for over 20 years and has a team of experienced advisors who are well-versed in the latest industry trends and strategies.
The firm also stays up-to-date with market trends and regularly shares insights and analysis with clients to help them make informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
KOOMAN & ASSOCIATES offers a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
KOOMAN & ASSOCIATES works with various client types, including:
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
KOOMAN & ASSOCIATES charges fees for their services based on a percentage of the client’s assets under management. This incentivizes the firm to help clients grow their wealth and aligns their interests with that of the clients.
The firm also fully discloses all fees and potential conflicts of interest to clients in order to maintain transparency and trust in the advisor-client relationship.
Background
KOOMAN & ASSOCIATES was founded by John Kooman in 1998. With over 30 years of experience in the financial services industry, Mr. Kooman has a wealth of knowledge and expertise to offer clients.
The firm is committed to providing personalized and high-quality services to help clients achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a fiduciary, KOOMAN & ASSOCIATES is required to act in the best interests of their clients at all times. Their advisors are also held to high ethical standards and fully disclose any conflicts of interest to clients.
Additionally, the firm makes all necessary disclosures available to clients in accordance with regulations, including Form ADV, which includes information about the firm’s services, fees, and any disciplinary history.