John Kozak is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Vancouver, WA, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
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Regulatory History (1)
Financial
August 2016Other Business Activities
John is an independent business owner with Amway, selling various products and recruiting, dedicating a few hours per week. He also works as a firefighter for the Chester Fire Department, spending about half his time on this activity. He is also an affiliate with Elite Resources Team, training advisors.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Virtue Capital Management, LLC
State Registrations1 state
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.