Thomas Koehler is a registered investment advisor at Grant Koehler & Levin LTD., based in Palm City, FL, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 201 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Grant, Koehler & Levin's investment management fee is based on a percentage of your portfolio. The base rate is 1.20% for equity portfolios and 0.50% for fixed income portfolios. Fees may be negotiable based on account size or other considerations. Some clients may have performance-based fees. The fee is calculated quarterly, either in advance or after the quarter, and can be deducted directly from your account with your consent. You can terminate the agreement with written notice, and any unearned fees will be refunded.
Location
Palm City, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Grant Koehler & Levin LTD.
State Registrations1 state
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