BK
BK
Blagojce Kocovski
14 Years of Experience
Lutz, FL
1 DisclosureBroker
Blagojce Kocovski is a registered investment advisor at Wells Fargo Advisors, based in Lutz, FL, with 14 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
18975 State Rd 54, Lutz, FL, 33558
Get directionsHistory
Regulatory History (1)
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Criminal
November 2007Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
October 2025 - Present · 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Truist Advisory Services, INC.
March 2024 - October 2025 · 1 yr 7 mos
Truist Investment Services, INC.Broker
March 2024 - October 2025 · 1 yr 7 mos
Morgan StanleyBroker
November 2023 - March 2024 · 4 mos
Morgan Stanley
November 2023 - March 2024 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2016 - November 2023 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - November 2023 · 8 yrs
USAA Financial Planning Services
August 2013 - October 2015 · 2 yrs 2 mos
USAA Financial Advisors, INC.Broker
July 2013 - October 2015 · 2 yrs 3 mos
T. Rowe Price Advisory Services, INC.
December 2012 - July 2013 · 7 mos
T. Rowe Price Investment Services, INC.Broker
October 2011 - July 2013 · 1 yr 9 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.