Johann Kroll
Johann Kroll is a CFA, CFP-designated registered investment advisor at Oceanside Advisors LLC, based in Mount Pleasant, SC, with 11 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 253 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.60% |
Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
235 Magrath Darby Blvd., Suite 150, Mount Pleasant, SC, 29464
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Johann works as an insurance agent selling insurance products since January 2014. This activity requires minimal time commitment.
Employment History
Current Registrations
Oceanside Advisors LLC
State Registrations2 states
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.