Kotys Wealth Professionals's Form ADV discloses 1.75% on the first $500,000, 1.65% on the next $500,000, 1.50% on the next $2 million, 1.00% on the next $2 million, 0.75% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #168156), Kotys Wealth Professionals is subject to fiduciary duty under federal law.
Kotys Wealth Professionals is headquartered in VALPARAISO, IN.
Kotys Wealth Professionals serves 116 high-net-worth clients according to their SEC filing dated July 24, 2026. View client details ↓
According to their SEC Form ADV, Kotys Wealth Professionals offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Kotys Wealth Professionals manages $308 million in client assets according to their SEC filing dated July 24, 2026.
According to their SEC Form ADV, Kotys Wealth Professionals serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓