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How does the advisor help clients – Key Takeaways:
KROZEL CAPITAL MANAGEMENT, LLC serves as a trusted financial expert to clients in need of comprehensive financial planning and investment management services. With a team of experienced and knowledgeable professionals, the company is dedicated to helping clients achieve their financial goals and securing their financial future.
Facts and Insights
KROZEL CAPITAL MANAGEMENT, LLC has established a strong track record of success, with a proven history of helping clients achieve their financial goals. The company prides itself on providing personalized and transparent services that are tailored to each client’s unique financial situation. By staying up-to-date on the latest market trends, economic news, and financial regulations, the team at KROZEL CAPITAL MANAGEMENT, LLC is able to provide clients with the most current and relevant advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
KROZEL CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the varying needs of their clients. These services include but are not limited to:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Educational planning
Client Types:
KROZEL CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, and small businesses. The company’s services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
KROZEL CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning that clients only pay a fee for the services they receive. This allows for a transparent and unbiased relationship between the advisor and client, as the company does not receive commissions or incentives for recommending certain investment products.
Background
KROZEL CAPITAL MANAGEMENT, LLC is a registered investment advisory firm that is independently owned and operated. The company was founded by John Krozel, CFP(R), who has over 25 years of experience in the financial industry. Along with his team of experienced advisors, John is dedicated to providing clients with personalized and comprehensive financial planning and investment management strategies.
Financial Advisor Disclosures to Know
KROZEL CAPITAL MANAGEMENT, LLC takes great pride in ensuring that all of its operations and dealings are fully compliant and transparent. The company adheres to all regulatory guidelines and has a clean record, with no disclosure events or disciplinary actions on file.