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.