How KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. Helps Clients – Key Takeaways:
- Provides financial expertise and personalized guidance to clients.
- Offers a range of financial services, tailored to individual needs and goals.
- Works with a diverse base of clients, including individuals, families, and businesses.
- Transparent fee structure to ensure clients understand and are comfortable with the process.
- Highly experienced team with a solid track record of success.
Facts and Insights
Founded in 2005, KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. is a leading private asset management firm that provides comprehensive financial planning and investment management services to a wide range of clients. With a focus on building long-term relationships, the firm takes a personalized approach to help clients achieve their financial goals and secure their future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Education Planning
Client Types
- High-net-worth individuals and families
- Retirees
- Small business owners
- Corporate executives
- Non-profit organizations
- Trusts and estates
Fees & Compensation
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. operates on a fee-only basis, meaning they are not compensated by commissions or sales. This ensures that their advice is in the best interest of their clients. Fees are based on a percentage of assets under management, with a minimum annual fee of $5,000. All fees are fully disclosed and agreed upon before any services are rendered.
Background
The firm was founded by John Kozak and Carolyn Tripp, who have over 40 years of combined experience in the financial industry. Both hold advanced degrees and industry certifications, and are committed to ongoing education and staying up-to-date on industry trends and best practices. The firm also has a team of skilled professionals dedicated to providing exceptional service and expertise to clients.
Financial Advisor Disclosures to Know
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. follows a strict code of ethics and fully discloses any potential conflicts of interest to clients. As registered investment advisors with the Securities and Exchange Commission (SEC), they are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.