Theodore Ciolkosz
Theodore Ciolkosz is a registered investment advisor at Investment Advisory Group LLC, based in Sarasota, FL, with 23 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,542 clients with $1.2B 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
For amounts over $1 million, the fee ranges from 1% to 0.75% per year, depending on the complexity and services provided. Individual Fixed Income Portfolios: 0.50% per year. Fees are negotiable.
Fee Estimator
Location
1343 Main Street, Suite 705-787, Sarasota, FL, 34236
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 ActivitiesSells Insurance
Theodore works at Investment Advisory Group, offering financial services and fixed insurance, dedicating nearly full-time hours to this role. He is also involved with the Boy Scouts of America as a Cubmaster and a member of the Hingham Advisory Committee, spending minimal time on each.
Employment History
Current Registrations
Investment Advisory Group LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Ing Financial Partners, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 states
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