Mokosak Advisory Group offers financial planning and investment management services. The firm's process begins with understanding a client's goals and values, followed by a financial plan and portfolio analysis. Mokosak Advisory Group creates an Investment Policy Statement for each client and may request authority to make trades without client permission. The firm primarily recommends Exchange-Traded Funds (ETFs) or Mutual Funds but may use other securities as well.
Assets Under Management$410M
Clients490
Advisors4
Avg. per Client$840K
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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