Christopher Koszitzki
Christopher Koszitzki is a registered investment advisor at Moors & Cabot, INC, based in Mesa, AZ, with 7 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,074 clients with $3.4B 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 $250K | 0.50% |
| $250K - $500K | 0.50% |
| $500K - $1000K | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Firm states minimum fee rate is 0.50% and maximum rate is 1.50% unless approved by senior management. Fees are negotiable.
Fee Estimator
Location
1201 South Alma School Road, Suite 9950, Mesa, AZ, 85210-1120
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2026Judgment / Lien
August 2024Employment History
Current Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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.
Exams
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