BK
BK

Brian Keith Koski

8 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
827 clients
Average Client Portfolio
$71K average
Assets Under Management
$59.0M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K+1.00%

Fee schedule may be negotiable. A single account in excess of $500,000 receives a reduced fee of 1.0% on the entire account balance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$49
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Location

1225 Tower Avenue, Suite 305, Superior, WI, 54880

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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
Jmr Financial Group
November 2017 - Present · 8 yrs 3 mos
State Registrations3 states
GAMNWI
Advisor
Exams
No exam information available for this advisor.