Murray Kosmin is a registered investment advisor at Kosmin Wealth Management, based in Beachwood, OH, with 27 years of industry experience. Murray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 78 clients with $12M 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 | 2.00% |
The annual fee for both financial planning and investment management is not to exceed 2% of assets under management. Fee is negotiable based on the size and complexity of the account.
Fee Estimator
Location
23811 Chagrin Blvd, Suite 100, Beachwood, OH, 44122
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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 Activities
Murray is involved with AL/KO Creative Retirement Planner, a small family business. This activity is not investment-related.
Employment History
Current Registrations
Kosmin Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ta-Check Financial LTD.
Sii Investments, INC.
Sii Investments, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mutual Service CorporationBroker
State Registrations1 state
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.