Kosmin Wealth Management provides investment advice, including financial planning and investment management. They tailor advice based on individual client needs, considering investment objectives, risk tolerance, and goals. They primarily invest in diversified portfolios of mutual funds and Exchange Traded Funds, focusing on asset allocation and risk management. Kosmin Wealth Management also refers clients to third-party investment advisors.
Assets Under Management$12M
Clients78
Advisors1
Avg. per Client$160K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee for both financial planning and investment management is not to exceed 2% of assets under management. Fee is negotiable based on the size and complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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