Alexander Kozak is a registered investment advisor at Independent Financial Group, LLC, based in Sedona, AZ, with 3 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Sedona, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander works for Red Valley Financial, performing administrative duties, which takes about a quarter of his time. He is also an independent contractor for Aleckozakart & Bottom Table Tokens, LLC, providing custom artwork and design services, dedicating a few hours per week, and serves on the Cody Carter Disability Panel on Trust, requiring minimal time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations3 states
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