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Chelsey Koster

Sb Advisory, LLC
5 Years of Experience
Grand Rapids, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Chelsey Koster is a registered investment advisor at Sb Advisory, LLC, based in Grand Rapids, MI, with 5 years of industry experience. Chelsey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,744 clients with $1.1B in assets under management.

Sb Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,744 clients
Average Client Portfolio
$401K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable. Third-party manager programs charge an additional fee up to 1.25% with total fees not to exceed 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Ionia Ave SW, Suite 300, Grand Rapids, MI, 49503

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2007
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chelsey is a broker selling fixed annuities, long-term care, life, group benefits, health, disability, and medical insurance, dedicating full-time hours to this activity. She is also a board member for the Young Leaders Society- United Way, spending minimal time volunteering and fundraising. Chelsey also works full-time in sales and support in the health benefits and retirement area at Advantage Benefits Group.

Employment History
Current Registrations
Sb Advisory, LLC
July 2025 - Present · 1 yr 3 mos
San Blas Securities LLC
July 2025 - Present · 1 yr 3 mos
San Blas Securities LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Next Financial Group, INC.
August 2023 - July 2025 · 1 yr 11 mos
Next Financial Group, INC.Broker
August 2023 - July 2025 · 1 yr 11 mos
Principal Securities, INC.
October 2020 - July 2023 · 2 yrs 9 mos
Principal Securities, INC.Broker
September 2020 - July 2023 · 2 yrs 10 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.
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