Adam Koser is a CFA-designated registered investment advisor at Grandview Asset Management LLC, based in Harrisburg, PA, with 1 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 606 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range between 1.00% and 1.50% annually and are negotiable based on account size and complexity.
Fee Estimator
Location
4200 Crums Mill Road, Floor 2, Harrisburg, PA, 17112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is a passive member of Bulldawg Property Investments, LLC (since 2020) and FSI Property Investments, LLC (since 2022), both multifamily real estate owner/operators. He dedicates minimal time to these activities.
Employment History
Current Registrations
Grandview Asset Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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