Mary Kozar is a CFP-designated registered investment advisor at Lincoln Investment, based in Westake, OH, with 29 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B 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 | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
Westake, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary works as a Senior Analyst and IAR at Capital Advisors, LTD LLC, providing financial planning analysis and support. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Lincoln InvestmentBroker
Capital Advisors, LTD., LLC
Previous Registrations
Capital Analysts, IncorporatedBroker
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.