Ian Kos is a registered investment advisor at Tetley Investments, LLC, based in Park Ridge, IL, with 13 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 172 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
444 N Northwest Hwy., Suite 245, Park Ridge, IL, 60068
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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.
Learn about disclosures →Other Business Activities
Ian works as a teaching assistant at Kellogg Graduate School of Business since 2011, dedicating about a quarter of his time to this role. His duties include preparing class materials and grading.
Employment History
Current Registrations
Tetley Investments, LLC
State Registrations1 state
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