Koenig Investment Advisory
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Site Contents

  • HOME
  • ABOUT
    • Why Koenig?
      • Management
      • Integrity
    • Investment Approach
    • Who We Are
      • Greg Koenig
      • Jeff McCullough
      • LorrieAnne Miller
    • Q&A
    • FAQ
  • SERVICES
    • High Net Worth
    • Businesses
    • Fee Schedule
    • MyLaunch
  • NEWS
  • CONTACT

High Net Worth Individuals

High Net Worth Individuals
Koenig Investment Advisory will get you on track to achieving your goals, whether your objectives are financial independence, retirement, college for your children or grandchildren, or disciplined asset building. We work as part of your team of advisors. Koenig Investment Advisory will review taxable accounts, analyze your tax situation, and communicate with your CPA to minimize tax consequences. If your assets are held in trust, we can perform the same services.

We charge a percentage fee based on the total assets managed. We do not earn fees from any other source. This fee-based approach aligns our interests with your interests.

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2019 © Koenig Investment Advisory, LLC | Website by Michaels & Michaels Creative, LLC | Photography by David Gibb

Koenig Investment Advisory, LLC is a registered investment advisor in the States of Oregon, Washington, California, and Colorado. Advisory firms with five or fewer client households are exempt from registration in such states. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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