John Koshy
John Koshy is a registered investment advisor at Symphony Retirement Partners LLC, based in Round Rock, TX, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
1 Chisholm Trail, Bldg 1, Suite 450, Round Rock, TX, 78681
Get directionsHistory
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 ActivitiesSells Insurance
John is an insurance agent since 2017, offering accident, health, disability, long-term care, and life insurance, as well as fixed/indexed annuities. This takes a few hours per week.
Employment History
Current Registrations
Symphony Retirement Partners LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
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.