CK
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Chryzant Kostiuk

8 Years of Experience
Northbrook, IL

Chryzant Kostiuk is a registered investment advisor at Miramar Capital, based in Northbrook, IL, with 8 years of industry experience. Chryzant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
147 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$509.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$1.0M - $4.0M1.25%
$4.0M - $7.0M1.00%
$7.0M - $10.0M0.80%
$10M+0.80%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

666 Dundee Road, Suite 502, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Miramar Capital
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Premier Asset Management LLC
February 2018 - March 2022 · 4 yrs 1 mo
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Chryzant Kostiuk - Financial Advisor | TrueAdvisor