Advisor at Kroeger Financial Partners
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Firm
Kroeger Financial Partners
Location
Grass Valley, CA 95945
Credentials
CFP®
Industry experience
11 years
Orion Kroeger is a CFP® professional with 11 years of industry experience. He has been with Kroeger Financial Partners since 2015 and previously worked at Kroeger Financial from 2004 to 2022. Kroeger Financial Partners serves individual and high-net-worth clients, as well as trusts and small businesses, providing discretionary asset management, financial planning, and in-house tax preparation services. The firm uses documented investment policy statements and fundamental analysis to tailor portfolios, which are reviewed quarterly or as needed.
Based on Kroeger Financial Partners
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.0% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.5% annually
Financial planning and consulting services at $350 per hour for one-time consultations.
Account minimum: $500,000 Fee-only: Hourly fee of $350 per hour for one-time financial planning consultations; no ongoing financial planning services offered.
12430 Nevada City Highway
Grass Valley, CA 95945
California
Kroeger Financial Partners
2015 - Present (11 years)
Kroeger Financial
2004 - 2022 (18 years)
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