Brian Koski is a registered investment advisor at Jmr Financial Group, based in Superior, WI, with 8 years of industry experience. Brian 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, and 1 more. Their firm serves 827 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
Fee schedule may be negotiable at the discretion of JMR. A single account in excess of $500,000 will receive a reduced fee of 1.0% on the entire account balance.
Fee Estimator
Location
1225 Tower Avenue, Suite 305, Superior, WI, 54880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jmr Financial Group
State Registrations3 states
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