Shane Kozusko
Shane Kozusko is a registered investment advisor at Global View Investment Advisors, LLC, based in Greenville, SC, with 3 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Retirement Planning. Their firm serves 585 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The amount of the fee is negotiated on a case-by-case basis with the client.
Fee Estimator
Location
800 E Washington St, Suite A, Greenville, SC, 29601
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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 →Employment History
Current Registrations
Global View Investment Advisors, LLC
State Registrations2 states
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