Eric
Koselak
Kestrel Wealth Management, LLC
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About this Advisor
Eric Koselak is a financial advisor working out of South Bend, Indiana who has 13 years of relevant experience. Koselak currently works for Kestrel Wealth Management, LLC. They have spent the entirety of their employment at Kestrel Wealth Management, Llc. Koselak has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Indiana and Michigan. Kestrel Wealth Management, LLC is a registered investment firm that has its headquarters in South Bend, IN. It has just one employee. It oversees $108 million in total assets between its 67 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 67 accounts, 48% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely are based on which services are offered. However, fee types charged by Kestrel Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestrel Wealth Management, LLC Brokerage Details
$108,416,064
1
67
$1,618,150
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Koselak Work History
Eric has been registered as a financial advisor for 13 years.*
Kestrel Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Koselak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestrel Wealth Management, LLC
South Bend, IN
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