Korving & Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$146,433,984
Total clients
264
12% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
132
Average account size
$554,674
Client services
Fee options
Financial planning and consulting fees generally range from $1,500 to $10,000 on a fixed fee basis.
$0 - $250,000: 1.25% $250,000 - $500,000: 1.15% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $5,000,000: 0.80% $5,000,000+: Negotiable
Generally $250 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees generally range from $1,500 to $10,000 on a fixed fee basis, or $250 per hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Korving & Company LLC
1510 Breezeport Way, Suite 800
Suffolk VA 23435-3758, United States
Number of offices
1
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