Wesley Kotys is a CFP-designated registered investment advisor at Kotys Wealth Professionals, based in Valparaiso, IN, with 21 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 321 clients with $310M 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 | 1.75% |
| $500K - $1000K | 1.65% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
KWP may aggregate asset totals of related accounts for the purposes of fee breakpoints and calculations.
Fee Estimator
Contact
Wesley Kotys
Location
1111 Glendale Blvd, Suite 105, Valparaiso, IN, 46383
Get directionsHistory
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
Wesley owns Bison Creek Farm, a real estate investment property, and dedicates minimal time to its oversight. This activity is not investment-related.
Employment History
Current Registrations
Kotys Wealth Professionals
Previous Registrations
LPL Financial LLC
Edward Jones
Prudential Financial Planning Services
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.
Exams
Additional Information
Investment advice is everywhere. Real wealth management solutions are not. At Kotys Wealth Professionals, we are all about that vital difference - we are here to work with you over the long term, taking care of the assets you entrust to us, minimizing your risks and assuring your future.