Advisor at Regal Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Regal Advisory Services, Inc.
Location
Farmington Hills, MI 48334
Credentials
Series 63, Series 65
Industry experience
15 years
John Kloster is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Regal Advisory Services since 2016 and is also the owner of Kloster Capital Management LLC, an entity he established in 1995 to accept compensation from Regal. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with access to various investment programs and third-party managers.
Based on Regal Advisory Services, Inc.
Based on Regal Advisory Services, Inc.
Fixed financial planning fees generally range from $1,000 to $10,000
Transaction fees charged per securities transaction with premiums added by Regal Securities; commissions earned on securities transactions by Regal Securities; insurance product commissions
Financial planning fees generally range from $100 to $275 per hour
Ongoing financial planning retainer fee generally ranges from $5,000 to $10,000 annually, billed quarterly
31550 Northwestern Hwy, Suite 101
Farmington Hills, MI 48334
Arizona · Michigan
Regal Advisory Services
2016 - Present (10 years)
Kloster Capital Management LLC
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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