Bryan Koslow is a CFP-designated registered investment advisor at Clarus Group LLC, based in New York, NY, with 16 years of industry experience. Bryan 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 182 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarus Group's investment advisory fee ranges from 0.50% to 2.25% annually, based on factors like the complexity of services, the level of assets managed, the investment approach, and the overall relationship. The fee is calculated based on the market value of assets under management at the end of the prior calendar quarter. Fees may be negotiable. All clients engaging in Investment Management Services must engage in Comprehensive Financial Planning.
Location
1120 Avenue of Americas, 4th Floor, New York, NY, 10036
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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 →Other Business ActivitiesSells Insurance
Bryan is an insurance agent selling fixed insurance products through Clarus Group, LLC, and owns Clarus Group, LLC, which operates a securities, investment advisory, and insurance business. He also provides accounting, tax preparation, and business valuation services as a sole proprietor and serves on the board of trustees for an educational foundation and as chairman of an investment committee.
Employment History
Current Registrations
Clarus Group LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Tfs Securities, INC.Broker
Innovative Market Trends
Innovative Market Trends
Ampex Capital, LLC
State Registrations1 state
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