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Klaas Financial Asset Advisors, Llc.
Loves Park, Illinois
4.4
10 Reviews
Klaas Financial Asset Advisors, LLC. is a reputable investment advisory firm located in Loves Park, IL, with two offices serving the local community. With a team of 13 highly skilled professionals, nearly all of whom specialize in investment advisory services, Klaas Financial Asset Advisors offers comprehensive financial guidance to individuals and organizations. On average, each investment advisor manages approximately $39,860,000 in assets under management, demonstrating their expertise and ability to handle substantial portfolios.
The firm's compensation structure is diverse, including options such as a percentage of assets un...see more
Assets Under Mgmt
$478.28M
Investment Professionals
12
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: INSTITUTIONAL CONSULTING
Reviews for Klaas Financial Asset Advisors, Llc.
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