Advisor at The Klausman Group
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Henry Klausman is a financial advisor with The Klausman Group in Atlanta, GA, holding a Series 63 designation and over 55 years of industry experience. His prior firms include Triad Advisors, Inc. and Peachtree Capital Tax and Advisory. In addition to his advisory work, he operates a tax and accounting practice and is involved in insurance sales and servicing. The Klausman Group provides investment advisory and financial planning services to high-net-worth individuals, business owners, and corporations. The firm manages approximately $24.7 million in client assets, combining advisor-managed portfolios with third-party manager options and utilizing external research and analytics to guide portfolio construction and monitoring.
Flat fee up to $2,000 for financial planning services, negotiable depending on complexity
Management Fee based on a percentage of the market value of assets under management, payable quarterly or monthly in advance; specific percentage rates not explicitly stated in brochure
Up to $300 per hour for financial planning services
Minimum fee: Accounts may require a minimum advisory fee or quarterly maintenance fee as detailed in the applicable advisory agreement; specific amounts not stated Fee-only: Financial planning fees charged hourly up to $300 per hour or flat fee up to $2,000 depending on complexity; fees may be negotiable
Atlanta, GA
Georgia
Triad Advisors, Inc.
2016 - Present (10 years)
Peachtree Capital Tax and Advisory
2015 - 2016 (1 year)
Peachtree Capital Corporation
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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