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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 663 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GrandView Asset Management generally charges between 1.00% and 1.50% per year to manage your investments. The exact fee is negotiable and depends on the size of your account, the complexity of your assets, and other factors. Fees are deducted directly from your account quarterly, in advance.
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.
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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
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