John Kloster is a registered investment advisor at Regal Advisory Services, INC., based in Farmington Hills, MI, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 285 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regal Advisory Services manages investments for a fee based on a percentage of the portfolio's value. The maximum annual fee is 2.0% of the assets they manage, but this fee may be negotiable. The fee is calculated annually and billed quarterly in advance. There are no adjustments for contributions or withdrawals during the quarter, except for certain programs offered through third-party sponsors.
Location
31550 Northwestern Hwy, Suite 101, Farmington Hills, MI, 48334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is the owner and sole employee of Kloster Capital Management, LLC, which will be used to accept compensation from Regal. He is also a passive investor in Bryllan LLC and Topical Pain Relief.
Employment History
Current Registrations
Regal Advisory Services, INC.
Previous Registrations
Kloster Capital Management,l.l.c.
State Registrations2 states
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