Branko Kosanovich is a registered investment advisor at Federated Global Investment Management CORP., based in Wexford, PA, with 1 years of industry experience. Branko operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
208 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Investment management only (planning not offered)

Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.

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Location

Wexford, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Since 2021, Branko works as a valet at William Penn Parking. This activity is not investment-related and takes about 10-30% of his time.

Employment History
Current Registrations
Federated Investment Counseling
November 2024 - Present · 1 yr 5 mos
Federated Global Investment Management CORP.
November 2024 - Present · 1 yr 5 mos
Mdt Advisers, a Division of Federated Mdta LLC
November 2024 - Present · 1 yr 5 mos
Federated Securities CORP.
October 2024 - Present · 1 yr 6 mos
Federated Securities CORP.
September 2024 - Present · 1 yr 7 mos
Federated Securities CORP.Broker
September 2024 - Present · 1 yr 7 mos
State Registrations52 states
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Exams
No exam information available for this advisor.