William John Kosic

ChFC

Empirikal Partners LLC

49 Years of Experience

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Firm Information

Empirikal Partners LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9 advisors

Number of Clients

170 clients

Average Client Portfolio

$518K average

Assets Under Management

$88.0M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	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%

Annual fee may be negotiable for accounts over $2,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Hourly Rate:Up to $200/hr

For asset management, fees are based on a percentage of assets under management, and may be negotiable for accounts over $2,000,000. Financial planning and consulting are charged at $200 per hour, and the fees are negotiable. The client will pay the estimated fee at the signing of the agreement. Lower fees for comparable services may be available from other sources.

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Areas of Practice

Retirement PlanningTax PlanningInsurance PlanningFinancial Planning & Coaching

Advisor Information

Office location

Phoenix, AZ

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 1991

Award / Judgment

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Other 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.