Robert Kozlowski is a registered investment advisor at Vestmark Advisory Solutions, INC., based in Wakefield, MA. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32,047 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vestmark Advisory Solutions (VAS) provides services to financial advisors, who then use these services for their clients. The fees for these services are charged to the financial advisors, not directly to individual investors. These fees cover various services:
- Manager Model Delivery: 0 to 0.15%.
- Separate Account Management: 0 to 0.30%.
- Overlay Management: 0.04% to 0.20%.
- Direct Indexing: 0 to 0.30%.
- Manager Fees: 0.10% to 1.00%
Location
100 Quannapowitt Pkwy, Suite 205, Wakefield, MA, 01880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vestmark Advisory Solutions, INC.
State Registrations1 state
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