Komich Capital Advisors
Komich Capital Advisors

Komich Capital Advisors

Offers remote services
Offers remote services
contact for price

Select a service
Zip code
Annual income

Responds in about 1 hour

Introduction: At Komich Capital Advisors, we help individuals, families, and businesses grow and protect wealth through custom investment strategies. Business and personal finance is ripe for optimization and we are passionate about helping clients solve this complex mathematical puzzle!
Overview

Serves Stony Brook, NY

Background checked

License verified

1 employee

1 year in business

Social media

Facebook, Instagram

Featured Projects

1 photo

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

1 review

5
100%
4
0%
3
0%
2
0%
1
0%


pro avatar
Tegan B.
Nov 16, 2021
Johnathan helped me set up and manage my company's retirement plan. He was extremely professional and thorough, always taking the time to answer my questions and explain each step of the process. I would highly recommend him for all of your financial needs!
Komich Capital Advisors's reply
Thanks a lot for the kind words, Tegan. It was a pleasure working with you!
Credentials
License

License Type: Investment Adviser Firm (NY)

License verified on 11/16/2021

License

License Type: Investment Adviser Representative (NY)

License verified on 11/16/2021

Background Check

Johnathan Komich

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Komich Capital Advisors offers complimentary financial planning to clients who open an investment account. Investment accounts are charged 1% of assets under management annually and billed quarterly. For clients who do not wish to open an investment account, fixed priced financial plans start at $1000 depending on the complexity of the plan. We also offer consultation billed hourly at $250/hr.

  • What is your typical process for working with a new customer?

    First, we’ll get to know you and better understand your relationship with money– Where you are now, how you got here, and where you want to go. Next, you’ll get to know us and see how we’re best suited to lay out the roadmap and guide you on your financial journey. Last, we’ll execute your plan and revise it as your circumstances and goals change.

  • What education and/or training do you have that relates to your work?

    I am a CFA charterholder with over eleven years of professional investment management experience.

Not what you’re looking for?

No problem: we have pros for every job.