Koenig Financial Group
120 5th Ave S #B
Edmonds, WA 98020
Edmonds, WA 98020
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I Am Licensed and Registered as Follows:
- Investment Advisor Representative under Harbour Investments, Inc. Registered Investment Advisor. An Investment Advisor Representative (IAR) refers to licensed and authorized personnel who work for investment advisory companies. The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.
- Certified Financial Planner (CFP)
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Services I Provide:
- I act as a solicitor of an investment manager(s) to manage client assets. I receive a disclosed percent of assets under management as compensation. The investment manager also charges a management fee. Total fees are disclosed in the Harbour Investments Third Party Money Managers Program Services Agreement.
- I provide portfolio management services and receive a disclosed percent of assets under management as compensation. Specific services provided are outlined in Harbour Investments Asset Management Services Agreement.
- I provide non-portfolio management services and assess a flat or hourly fee at a disclosed dollar amount as compensation. Specific services provided are outlined in the Harbour Investments Financial Planning & Investment Consultation Services Agreement.