Branko Kosanovich
Branko Kosanovich is a registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in Wexford, PA, with 2 years of industry experience. Branko is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,360 clients with $26B 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 $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Schedule represents Managed Accounts for All Cap Core, Balanced, Large Cap Growth, and Large Cap Value. Different strategies (such as Small Cap and Mid Cap) and Separate Accounts have different fee schedules. Fees are generally payable quarterly in arrears and are negotiable.
Fee Estimator
Location
Wexford, PA
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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 →Other Business Activities
Since 2021, Branko works as a valet at William Penn Parking. This activity is not investment-related and takes about 10-30% of his time.
Employment History
Current Registrations
Federated Investment Counseling
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.
Federated Securities CORP.
Federated Securities CORP.Broker
State Registrations52 states
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
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