Kosmin Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kosmin Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, written financial plans, and referrals to third‑party money managers. The firm also offers tax services through an affiliated corporation that predated its advisory business and accepts both discretionary and non‑discretionary accounts without a firm account minimum.
The firm follows a risk‑oriented, asset‑allocation approach that emphasizes diversified mutual funds and exchange‑traded funds, using Morningstar analyses to inform portfolio construction and conducting reviews at least annually. It typically seeks discretionary authority for day‑to‑day trading, recommends a single independent custodian for custody and execution, and may combine client orders into block trades when appropriate.
Noteworthy distinctions include the integration of tax services via a related corporate entity and ongoing compensated relationships with a retirement plan administrator, along with the firm’s practice of acting as a solicitor for unaffiliated third‑party advisers and receiving referral compensation—conflicts the firm discloses. Advisory representatives are also licensed insurance agents who may earn commissions on insurance products, the firm does not accept performance‑based fees, and it does not vote client proxies (clients receive proxy materials directly).
Client services
Expertise
Fee options
$300 to $3,000 for an initial financial plan (negotiable)
Up to 2% annually (negotiable)
$150 per hour
Main office
23811 Chagrin Blvd, Suite 100
Beachwood OH 44122
Advisors at this office
1
Most active in
Ohio
Also doing business as
Kosmin Wealth Management · Mdogg Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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