Michael Theodore Kuczinski

CFP · ChFC

Garden State Investment Advisory Services, LLC

32 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth

Garden State Investment Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

2,122 clients

Average Client Portfolio

$265K average

Assets Under Management

$561.5M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.75%
$1.0M - $2.0M	1.50%
$2.0M - $3.0M	1.25%
$3M+	1.00%

The annual fee is negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Millstone Twp, NJ

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2014

Settled

Customer Dispute

September 2003

Settled

Customer Dispute

March 2003

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Michael is a partner at Total Wealth Enhancement Group, LLC, a DBA for securities and financial planning, estate and retirement planning, taking nearly full-time. He also owns MTK Financial Group II, Inc., providing tax preparation services and insurance sales, dedicating about a quarter of his time to each.