William Kosic
William Kosic is a ChFC-designated registered investment advisor at Empirikal Partners LLC, based in Phoenix, AZ, with 49 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 170 clients with $88M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Location
Phoenix, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1991Other Business ActivitiesSells Insurance
William is a sole proprietor and insurance agent since 2018. He also serves as President of Belvedere Island POA, Inc., a non-profit property owners association, dedicating a few hours per week to this role.
Employment History
Current Registrations
Empirikal Partners LLC
Previous Registrations
Portsmouth - Smartlife Financial Group, LLC
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
AXA Advisors, LLCBroker
Wachovia Insurance Services Broker Dealer, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
Princor Financial Services CorporationBroker
Equity Services, INC.Broker
Nml Equity Services, INC.Broker
State Registrations9 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.