JK
JK

Josiah Kedzior

15 Years of Experience
Independence, OH

Josiah Kedzior is a registered investment advisor at Kedzior Wealth Management LLC, based in Independence, OH, with 15 years of industry experience. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $61M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
145 clients
Average Client Portfolio
$423K average
Assets Under Management
$61.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4500 Rockside Road, Suite 440, Independence, OH, 44131

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Kedzior Wealth Management LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Thrivent Investment Management INC.
March 2012 - August 2017 · 5 yrs 5 mos
Thrivent Investment Management INC.Broker
January 2011 - August 2017 · 6 yrs 7 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
Josiah Kedzior - Financial Advisor | TrueAdvisor