Gregory Kozerski
Gregory Kozerski is a CFP-designated registered investment advisor at Waterford Advisors, LLC, based in Orchard Park, NY, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 292 clients with $340M 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 $500K | 1.20% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
3858 North Buffalo Rd, Suite 2, Orchard Park, NY, 14127
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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
Gregory is a registered representative with Cadaret, Grant & Co., Inc. and prepares income tax returns for advisory clients about a quarter of the year. He also sells various insurance products and is a shareholder of SVT International Inc., which owns Waterford Advisors, LLC.
Employment History
Current Registrations
Waterford Advisors, LLC
Previous Registrations
Waterford Advisors, LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Securities America, INC.Broker
State Registrations2 states
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