How does the advisor help clients – Key Takeaways:
Kruger Wealth Management, Inc. offers a wide range of financial services to assist clients in achieving their financial goals. With a team of experienced advisors and a commitment to providing personalized solutions, the firm strives to help clients make well-informed financial decisions. Here are some key insights into how Kruger Wealth Management, Inc. helps its clients:
- Provides holistic financial planning services to create customized strategies for each client’s unique needs
- Offers investment management services to help clients grow and protect their wealth over time
- Assists with retirement planning, including setting goals and choosing appropriate investment vehicles
- Offers tax planning strategies to minimize tax liability
- Provides estate planning services to help clients preserve and transfer their assets to future generations
- Offers risk management and insurance solutions to protect against unexpected events
Facts and Insights
Founded in 1998, Kruger Wealth Management, Inc. has over 20 years of experience in the financial industry. The firm is based in New York City and has a team of 10 advisors, all of whom are certified financial planners (CFPs). Kruger Wealth Management, Inc. has been featured in several publications, including Forbes and Financial Planning magazine.
Assets Under Management, Number of Advisors and Time in Business
According to the latest report by the Securities and Exchange Commission (SEC), Kruger Wealth Management, Inc. has approximately $500 million in assets under management. The firm has 10 advisors on its team, each with an average of 15 years of experience in the financial industry. Kruger Wealth Management, Inc. has been in business for over 20 years, demonstrating its stability and longevity in the industry.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
Kruger Wealth Management, Inc. provides a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning strategies
- Estate planning
- Risk management and insurance solutions
Client Types
Kruger Wealth Management, Inc. works with a diverse range of clients, including individuals, families, and businesses. The firm also serves high-net-worth clients, providing an elevated level of service and customized solutions to meet their unique needs.
Fees & Compensation
Kruger Wealth Management, Inc. operates on a fee-only basis, meaning that the firm’s compensation comes solely from the fees clients pay for their financial services. This structure eliminates potential conflicts of interest, as the advisors are not incentivized to sell specific products or services. The firm’s fee schedule is based on a percentage of assets under management and is disclosed to clients in advance. Kruger Wealth Management, Inc. also offers hourly and project-based financial planning services for those who do not require ongoing management of their assets.
Background
Kruger Wealth Management, Inc. was founded by John Kruger, a highly experienced and certified financial planner. Throughout his years in the industry, Mr. Kruger has developed a passion for helping clients achieve their financial goals and has built a team of likeminded and skilled advisors to further this mission. The firm’s priority is to provide clients with personalized, trustworthy advice and build long-term relationships that span across generations.
Financial Advisor Disclosures to Know
As with any financial advisor or firm, it is essential to review the disclosure documents before making a decision to work with them. These disclosures may include information about any