Ivona
Kostulak
Frost Investment Services
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About this Advisor
Ivona Kostulak is a financial advisor who works out of San Antonio, Texas with 1 year of industry experience. Kostulak is currently employed by Frost Investment Services. During their career, the advisor has held roles at Frost Brokerage Services, Frost National Bank and Frost Investment Services. Kostulak has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Frost Investment Services is an advisory firm operating out of San Antonio, TX. The investment advisory business has offices in 50 locations and a total of 105 financial advisors. It administers $2 billion in assets among its 2,897 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 2,897 accounts, 23% are held by high-net-worth clients who have more than $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ivona Kostulak Work History
Ivona has been registered as a financial advisor for 1 years.*
Frost Investment Services
Frost Brokerage Services
Frost National Bank
*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 Ivona Kostulak 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 Frost Investment Services
San Antonio, TX
Spring, TX
San Antonio, TX
San Antonio, TX
Austin, TX
Austin, TX
San Antonio, TX
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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