Craig Koproski
Craig Koproski is a registered investment advisor at Independent Financial Partners, based in Jacksonville Beach, FL, with 28 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
492 Osceola Avenue, Jacksonville Beach, FL, 32250
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2007Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Craig owns Goosehead Insurance, The Koproski Agency LLC, selling property and casualty insurance, dedicating about 10-20% of his time. He also has a DBA called Postillion Wealth Management.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
First Trust Portfolios L.P.Broker
First Trust Advisors LP
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets 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.
Exams
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