The Kunze Group, LLC

We educate investors on the different types of investment professionals and then connect them to the perfect financial advisor.

  • Stage Concept Only
  • Industry Financial Services
  • Location Charlotte, NC, US
  • Currency USD
  • Founded November 2008
  • Employees 3

Company Summary

The Kunze Group is a company that educates clients who are looking to find or change money managers. We charge a fee to the client based on investable assets. Fees for services range from 100 to 500.

Using my 14 years of experience in the mutual fund and annuity business, I gather money managers and charge them a fee to be introduced to qualified and motivated investors. Fees range from 1000 to 2000 per meeting of a minimum of 8 investors.

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