Phillip Kosmala is a CFA-designated registered investment advisor at Taiko Private Wealth, based in Chicago, IL, with 4 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 69 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAIKO Private Wealth charges a fee based on the value of your portfolio, ranging from 0.20% to 1.2% per year. The exact percentage depends on factors like the size of your account, the number of accounts, the fee structures of third-party model providers (if applicable), and whether TPW is using its own model portfolios.
Location
225 W. Randolph St., Suite 3050, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip is a Managing Partner at Taiber Kosmala & Associates, LLC since 2012. This activity takes about half of Phillip's time.
Employment History
Current Registrations
Taiko Private Wealth
Taiko
State Registrations2 states
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