Kevin Kocsis is a registered investment advisor at Peak Wealth Solutions, based in Pepper Pike, OH, with 18 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 718 clients with $910M 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 | 1.50% |
Fees range from 0.35% to 1.50% based on asset size, nature of assets, and services provided. Household accounts may be grouped to meet breakpoints.
Fee Estimator
Location
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH, 44124
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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.Broker
Previous Registrations
Osaic Wealth, INC.
Morgan StanleyBroker
Morgan Stanley
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.
Exams
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