How does the advisor help clients – Key Takeaways:
- Provides financial expertise to clients
- Assists clients in managing their assets
- Offers a variety of financial services
- Serves a diverse range of clients
- Has a transparent fee and compensation structure
- Highly experienced and reputable in the industry
- Maintains a clean record with no financial advisor disclosures
Facts and Insights:
KORVING & COMPANY LLC is a trusted financial firm that has been providing expert advice and guidance for over 25 years. With a team of highly qualified financial advisors, they have assisted countless clients in achieving their financial goals and securing their future. Their approach is centered on personalized solutions that cater to each client’s unique needs and situation, ensuring the best possible outcome for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | 25 years |
Financial Services Offered:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Solutions
- Business Succession Planning
Client Types:
- Individuals and Families
- Business Owners
- High Net Worth Individuals
- Retirees
- Entrepreneurs
Fees & Compensation:
KORVING & COMPANY LLC takes pride in their transparent fee and compensation structure. The fees are based on a percentage of assets under management, so their advisors are always aligned with their clients’ best interests. With no hidden fees or commissions, clients can trust that their advisors are working towards helping them achieve their financial goals without any conflicts of interest.
Background:
The firm was founded in 1995 by Harold R. Korving, CFP®, a Certified Financial Planner with over 35 years of experience in the financial industry. With a team of seven highly qualified advisors, KORVING & COMPANY LLC has built a reputation for providing expert financial guidance and personalized solutions to their clients. As a Registered Investment Advisor, they adhere to the fiduciary standard, always putting their clients’ best interests first.
Financial Advisor Disclosures to Know:
KORVING & COMPANY LLC maintains a clean record with no financial advisor disclosures. This means that there have been no legal or disciplinary actions against the firm or its advisors, ensuring clients can trust their recommendations and advice.