John Kostukovich
John Kostukovich is a registered investment advisor at Vicus Capital, INC., based in Camp Hill, PA, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
210 Grandview Ave, Suite 101, Camp Hill, PA, 17011
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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
John is an advisory representative for Vicus Capital and Clelan and Company, providing advisory services and wealth management, dedicating full-time hours to each. He also sells fixed insurance products, including life, disability, annuities, and long-term care, spending minimal time on this activity, and is involved with a CPA firm, rental real estate, a hunt club, and a family trust.
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
1st Global Capital CORP.Broker
1st Global Advisors INC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Esi Financial Advisors
Equity Services, INC.Broker
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Cambridge Investment Research, 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.