Mokosak Advisory Group is a registered investment advisor based in Urbandale, Iowa, that offers personalized financial planning and ongoing portfolio management. Using a proprietary process called Roadmap for an Abundant Life, Mokosak Advisory Group guides clients through discovery, financial plan creation, portfolio analysis, and ongoing review meetings. The firm primarily recommends diversified portfolios consisting of exchange-traded funds and mutual funds, while also accommodating individual values and restrictions. Mokosak Advisory Group serves individuals and families, medical professionals, business owners, high-net-worth individuals, and charitable organizations, legally acting in each client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be reduced based on portfolio size and nature of services, and can be waived or negotiated in certain circumstances.