Steven Kaczmarek
Steven Kaczmarek is a registered investment advisor at East End Wealth Management, based in Hampton Bays, NY, with 19 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Schedule shown is for Equity Accounts. Fixed Income Accounts: Up to $1,000,000: 1.00%, Assets over $1,000,000: 0.50% (0.75% for leveraged accounts over $300,000). Enhanced Income Strategy: All assets: 0.75%. Insurance Reserve Management: All assets: 1.50%. Corporate Retirement Plans: All assets: 1.50%. Fees are negotiable.
Fee Estimator
Location
Hampton Bays, NY
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2011Judgment / Lien
June 2008Other Business ActivitiesSells Insurance
Steven is the president of East End Group, Inc., responsible for day-to-day operations since 1990, and spends nearly full-time on this role. The company is engaged in the sale of insurance and Steven is licensed to sell insurance.
Employment History
Current Registrations
East End Wealth Management
Previous Registrations
East End Wealth Management
East End Group INC.
Legend Merchant Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.