Institutional Investment Consulting provides retirement plan consulting and advisory services primarily to employers operating defined contribution plans, defined benefit plans, and non-qualified deferred compensation plans. Institutional Investment Consulting operates as a registered investment advisor owned by Michael Kozemchak, helping plan sponsors evaluate investment options, develop investment policy statements, and monitor plan performance. The firm focuses on institutional retirement consulting rather than managing individual personal wealth accounts.
Assets Under Management$130M
Clients45
Advisors5
Avg. per Client$2.8M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...