Kristof Lewicki
Kristof Lewicki is a CFP, ChFC-designated registered investment advisor at Kris Lewicki & Associates, LLC, based in Coral Springs, FL, with 29 years of industry experience. Kristof operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $96M 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 $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees may be negotiable. Minimum annual fee of $3,000 may apply.
Fee Estimator
Location
7401 Wiles Road, Suite 323, Coral Springs, FL, 33067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kris Lewicki & Associates, LLC
Previous Registrations
Emerald Asset Advisors LLC
LPL Financial LLC
American Express Financial Advisors, INC.
State Registrations3 states
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