A complete list of active advisors currently associated with Kropog Financial Group, LLC
Warmer can help you find a great advisor at Kropog Financial Group, LLC or one who fits your needs even better.
Kropog Financial Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans, managing roughly $160 million across about 220 client relationships. Services include discretionary and non‑discretionary portfolio management, standalone financial planning, and retirement plan advisory (including ERISA 3(21) investment oversight). The firm operates as a fiduciary and generally pursues long‑term, customized portfolios built primarily from low‑cost ETFs, while also using mutual funds, individual equities, REITs and occasional alternative investments as appropriate. Investment selection and portfolio construction draw on a mix of fundamental, technical, cyclical, behavioral and charting analysis, with regular monitoring and the ability for clients to impose reasonable account restrictions. Unlike most peers, Kropog Financial sponsors a wrap fee program for certain clients that bundles securities transaction costs into its asset‑based advisory fee. The firm also discloses performance results and presents hypothetical performance in its materials, and its advisory personnel maintain broker‑dealer and insurance licenses while using an institutional custody and platform relationship to support client services.
To learn more about the advisors currently working at Kropog Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mandeville, LA
| 41
| |
Mandeville, LA
| 20
| |
Mandeville, LA
| 4
| |
Mandeville, LA
| 5
|
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