Kevin Kocsis is a registered investment advisor at Peak Wealth Solutions, based in Pepper Pike, OH, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 688 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peak Wealth Solutions charges a fee based on a percentage of the value of your portfolio. The fee ranges from 0.35% to 1.50% per year, depending on the nature of the assets, the services provided, and the amount of assets being managed. The minimum household account size is $400,000, but this may be waived under limited circumstances.
Location
30195 Chagrin Blvd, Ste 360, Pepper Pike, OH, 44122
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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
Peak Wealth Solutions
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Usi Securities, INC.
Usi Securities, INC.Broker
CBIZ Investment Advisory Services, LLC
CBIZ Retirement Plan Advisory Services
CBIZ Financial Solutions, INC.Broker
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.