John Kloster
John Kloster is a registered investment advisor at Regal Advisory Services, INC., based in Farmington Hills, MI, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 274 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.0% of managed assets, which may be negotiated. Additional platform or program fees may apply depending on the chosen custodian or strategy.
Fee Estimator
Location
31550 Northwestern Hwy, Suite 101, Farmington Hills, MI, 48334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is the owner and sole employee of Kloster Capital Management, LLC, which will be used to accept compensation from Regal. He is also a passive investor in Bryllan LLC and Topical Pain Relief.
Employment History
Current Registrations
Regal Advisory Services, INC.
Previous Registrations
Kloster Capital Management,l.l.c.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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