Alexander Koynoff
Alexander Koynoff is a registered investment advisor at Atk Financial Prosperity, based in Oswego, IL, with 3 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $590K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | Included |
Investment Management Services fee may be covered by the Ongoing Comprehensive Financial Planning fee. Clients are subject to a minimum annual fee of $3,000 paid monthly in arrears.
Fee Estimator
Location
611 Spruce Ct, Oswego, IL, 60543
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Alexander works as an independent insurance agent, partnering with independent market organizations to offer insurance planning services.
Employment History
Current Registrations
Atk Financial Prosperity
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.