TK
TK
Tatyana Kozlovska is a registered investment advisor at Canopy 360 Wealth, LLC, based in Ocala, FL, with 2 years of industry experience. Tatyana 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, Tax Planning. Their firm serves 341 clients with $380M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
341 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$382.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
104 SE 1st Avenue, Suite B, Ocala, FL, 34471
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
November 2018Employment History
Current Registrations
Canopy 360 Wealth, LLC
July 2023 - Present · 2 yrs 9 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.