Timothy Koski is a registered investment advisor at Everpar Advisors LLC, based in Tulsa, OK, with 23 years of industry experience. Timothy 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 250 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EverPar Advisors offers investment management services where fees range up to 1.99% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the average daily balance in the account. Fees may be negotiable.
Location
2431 E. 61st Street, Suite 825, Tulsa, OK, 74136
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Everpar Advisors LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Securities INC
Banc One Securities CorporationBroker
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.