Crystal Kozlak is a CFP-designated registered investment advisor at Brooklyn Fi, LLC, based in San Bernardino, CA, with 1 years of industry experience. Crystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 295 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
San Bernardino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brooklyn Fi, LLC
Previous Registrations
Falcon Wealth Planning, INC.
State Registrations2 states
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