Barry Koster
Barry Koster is a PFS-designated registered investment advisor at Kornitzer Capital Management, INC., based in Mission, KS, with 21 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,033 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% for Municipal and Investment Grade, and 0.10% for US Treasury investments. Fees may vary depending on the type of investment approach being directed, the amount of assets, and the level of client service required. For strategy accounts, the range of fees is 0.80% to 1.20%.
Fee Estimator
Location
5420 West 61st Place, Mission, KS, 66205
Get directionsHistory
Regulatory History (1)
Regulatory
April 2015Other Business Activities
Barry is the sole proprietor of Barry E. Koster, CPA, LLC, a non-investment related tax preparation business, since 2002. He spends minimal time on this activity outside of working hours.
Employment History
Current Registrations
Kornitzer Capital Management, INC.
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.