John Theodore Kozak

Advisor Share Wealth Management, LLC

6 Years of Experience

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Firm Information

Advisor Share Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

34 advisors

Number of Clients

963 clients

Average Client Portfolio

$192K average

Assets Under Management

$185.2M

Fee Structure

Minimum Investment:$25K

Financial Plan Fee:$500 - $25,000

Hourly Rate:$250/hr

Fees for the technology platform range from 0.40% to 0.60% annually, plus a $30 platform fee per account. Portfolio management fees range from 0.50% to 1.90% of assets under management and are negotiable. Retirement plan asset management fees range from 0.50% to 1.75% and are also negotiable. Financial planning fees range from $500 to $25,000 on a fixed fee basis, or $250 per hour.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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Regulatory History (1)

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Financial

August 2016

Final

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Other Business Activities

John is an independent business owner with Amway, selling various products and recruiting, dedicating a few hours per week. He also works as a firefighter for the Chester Fire Department, spending about half his time on this activity. He is also an affiliate with Elite Resources Team, training advisors.