Chelsey Koster
Chelsey Koster is a registered investment advisor at Sb Advisory, LLC, based in Traverse City, MI, with 5 years of industry experience. Chelsey 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 1,574 clients with $400M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. For Advisor Choice Program/AssetMark Programs/Brinker Capital, clients will be charged the money manager's fee schedule plus an additional negotiable fee of up to 1.25% to SB Advisory. Total fees do not exceed 2.50% of assets under management. For Flexible Plan Investments, the total advisory fee will not exceed 1.5% annually.
Fee Estimator
Location
12935 S. West Bay Shore Drive, Traverse City, MI, 49684-6298
Get directionsHistory
Regulatory History (1)
Criminal
January 2007Other Business ActivitiesSells Insurance
Chelsey is a broker selling fixed annuities, long-term care, life, group benefits, health, disability, and medical insurance, dedicating full-time hours to this activity. She is also a board member for the Young Leaders Society- United Way, spending minimal time volunteering and fundraising. Chelsey also works full-time in sales and support in the health benefits and retirement area at Advantage Benefits Group.
Employment History
Current Registrations
Sb Advisory, LLC
San Blas Securities LLC
San Blas Securities LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.