Patricia Koehn
Patricia Koehn is a registered investment advisor at The Strategic Financial Alliance, based in Peachtree Corners, GA, with 37 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M 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 | 2.00% |
Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.
Fee Estimator
Location
3930 East Jones Bridge Road, 150, Peachtree Corners, GA, 30092
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business Activities
Patricia is the president of Koehn Financial Group, a DBA used for marketing financial services. This activity is not investment-related.
Employment History
Current Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Princor Financial Services CorporationBroker
The Planner's Securities Group, INC.Broker
State Registrations12 states
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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