How does the advisor help clients – Key Takeaways:
Koplan & Associates is a leading financial consulting firm with a team of experienced professionals who provide comprehensive financial services to their clients. They utilize their expertise and knowledge to assist individuals and businesses in achieving their financial goals.
Their extensive range of services includes wealth management, retirement planning, investment management, tax planning, and estate planning. They work closely with their clients to assess their unique needs and create customized financial plans to help them reach their objectives.
As trusted financial experts, Koplan & Associates strives to guide and educate their clients, empowering them to make informed and confident decisions about their financial future.
Facts and Insights
Koplan & Associates has been in business for over 20 years, serving clients across the country. Their team of advisors collectively holds decades of experience in the financial industry, ensuring that their clients receive the highest level of expertise and service.
The firm also has an impressive track record of successfully managing assets for their clients. As of 2021, they have over $500 million assets under management (AUM) and a client retention rate of 98%, which is a testament to their commitment to providing top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management ($) | Number of Advisors | Time in Business (Years) |
|---|---|---|
| 500 million | 8 | 20+ |
Financial Services Offered
- Wealth Management
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
Client Types
Koplan & Associates cater to a diverse range of clients, including high-net-worth individuals, families, business owners, and corporations. They are committed to providing personalized financial solutions that align with their clients’ unique needs and goals.
Fees & Compensation
Koplan & Associates operates on a fee-only model, meaning they are compensated solely by the fees paid by their clients. This ensures that the firm’s interests are closely aligned with their clients’ interests. There are no hidden fees or commissions, and they are transparent about their fee structure from the start.
They believe in building long-term relationships with their clients and strive to provide high-quality, value-added services that justify the fees charged.
Background
Koplan & Associates was founded in 2000 by John Koplan, who has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and holds a Masters in Business Administration (MBA). Under his leadership, the firm has grown significantly and earned a reputation for their exceptional financial services.
Financial Advisor Disclosures to Know
Koplan & Associates prioritizes transparency and always acts in their clients’ best interests. As a registered investment advisor (RIA), they are held to a fiduciary standard, meaning they are legally bound to act in their clients’ best interests at all times.
The firm has no disclosures or regulatory events on their record, which speaks to their ethical and professional conduct.