Meet with a Fee-Only, Fiduciary Financial Advisor
Make your money work as hard as it should for you; every day, year-in and year-out.
Fiduciary Financial Advisor
Service Areas
As a, Registered Investment Advisor Firm; we can assist you with financial and investment advice. Our process applies techniques from a variety of talents and disciplines.
Strategic Financial Planning
High-Quality Investment Advice
Comprehensive Investment Portfolio Development & Management
How We Work
01
Risk Tolerance Assessment & Financial Planning
02
Investment Advice & Portfolio Development
03
Investment Portfolio Monitoring & Periodic Re-balancing to Planning Recommendations
Meet with a Wealth Manager That Gets You
We All Have Moments When We Need Some Advice
If you’re accumulating wealth, preserving it, or planning to transfer it to your loved ones, let Kravitz Group Holdings help guide you. We provide holistic advice, for all elements of your financial life.
Who are we
Fiduciary Financial Advisor, Ready To Be Your Financial Coach & Investment Portfolio Manager
✓ Registered Investment Advisor Firm
✓ Comprehensive Financial Planner
✓ Fee-Only Financial Advisor
✓ Fiduciary Advisor
✓ 529 Plans for college education planning
✓ Individual Retirement Accounts, Traditional and Roth
✓ Retirement Plan Consultant to Mid-Level & Small Businesses
✓ Financial Advisor for Professional Athletes & Entertainers
✓ Investment Portfolio Manager
Have Questions?
Frequently Asked
Questions
Is there a free introductory call?
Yes, we offer a free 30 minute introductory call; by appointment.
Do you provide investment advisory services on an hourly basis?
Yes, we provide investment and financial planning advice on a hourly basis. We also offer holistic investment advisory & portfolio management services.
What is your cancellation policy?
Kravitz Group Holdings provides a five day cancellation policy after an on-going, holistic, discretionary or non-discretionary investment advisory agreement is signed.
How do fee’s work?
We have a simple Fee-Only billing process which allows you to pay for investment advisory services and financial planning on a Service, Hourly or Yearly portfolio management basis (broken down to quarterly payments based on a % of AUM).
How do I change my personal info?
You can update name, email address and other personal information by contacting us by phone or email and identifying these changes. We strive to keep up to date/correct information in reference to your current financial position and your account profile.
Can I get an invoice for my fees paid?
Yes, we send a quarterly statement when your fee’s are assessed then dispersed from the custodian of your account after our billing to them for our management of your account. The custodian of your funds will also send you a monthly/quarterly statement identifying the payments made to our firm for our management fees. An invoice will also be provided for hourly advisory services rendered.
Got financial questions?
Can’t seem to find the answers you need? Connect with us.
We Provide Proactive, Financial Planning & Investment Advice
Let us show you the Kravitz Group Holdings, difference.