Eric Koselak is a registered investment advisor at Kestrel Wealth Management, LLC, based in South Bend, IN, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
201 S. Main Street, Suite 503, South Bend, IN, 46601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kestrel Wealth Management, LLC
State Registrations2 states
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