Kassia Jezak is a registered investment advisor at C.W. O'conner Wealth Advisors, INC., based in Duluth, GA, with 2 years of industry experience. Kassia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 135 clients with $260M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee is negotiable depending on the scope and complexity of your situation, size of your portfolio, and frequency with which services are provided.
Fee Estimator
Location
3175 Satellite Boulevard, Suite 110, Duluth, GA, 30096
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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
C.W. O'conner Wealth Advisors, INC.
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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