Ryan Kotys is a registered investment advisor at Kotys Wealth Professionals, based in Valparaiso, IN, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 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
Location
1111 Glendale Blvd, Suite 105, Valparaiso, IN, 46383
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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 →Employment History
Current Registrations
Kotys Wealth Professionals
Previous Registrations
LPL Financial LLC
LPL Financial Corporation
State Registrations1 state
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