Caroline Evans is a registered investment advisor at Mokosak Advisory Group, LLC, based in Urbandale, IA, with 2 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 490 clients with $410M 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 | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The advisory fee may be reduced based on the size of the portfolio and nature of the services provided. Additionally, all fees can be waived or negotiated in certain circumstances.
Fee Estimator
Location
2900 100th Street Suite 102, Urbandale, IA, 50322
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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
Mokosak Advisory Group, LLC
State Registrations1 state
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