Justin
Kohler
The Fiduciary Group
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About this Advisor
Justin Kohler is a certified financial planner working out of Savannah, Georgia, with 2 years of industry experience. Kohler is an advisor for The Fiduciary Group. Over the course of their career, they have held roles at Saint Joseph'S University, La Spiaggia, Sharp Financial Services, LLC, Purshe Kaplan Sterling Investments, Sharp Wealth Advisory Dba The Sharp Financial Group, The Fiduciary Group, LLC and Axa Adviosrs LLC. Kohler holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. The Fiduciary Group is a financial advisory business that has its headquarters in Savannah, GA. It handles $1 billion in assets under management across its 1,473 accounts, making it one of the biggest firms in the country by assets under management. The firm serves two charitable organizations. Of its 1,473 client accounts, 47% belong to high-net-worth clients who have at least $1 million in assets. The Fiduciary Group provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fee schedules usually vary depending on the type of financial services provided. Fee types billed by The Fiduciary Group may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Fiduciary Group Brokerage Details
$1,333,455,984
16
1,473
$905,265
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Justin Kohler Work History
Justin has been registered as a financial advisor for 2 years.*
The Fiduciary Group, LLC
Purshe Kaplan Sterling Investments
Sharp Wealth Advisory Dba The Sharp Financial Group
Sharp Financial Services, LLC
Axa Adviosrs LLC
Saint Joseph'S University
La Spiaggia
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Kohler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Fiduciary Group
Savannah, GA
Savannah, GA
Savannah, GA
Savannah, GA
Savannah, GA
Savannah, GA
Savannah, GA
Savannah, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
