GK
CFP
GK
CFP

Garry Kachkovsky

24 Years of Experience
Phoenix, AZ
Sells Insurance

Garry Kachkovsky is a CFP-designated registered investment advisor at Kachkovsky & Fisher, INC., based in Phoenix, AZ, with 24 years of industry experience. Garry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 413 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
413 clients
Average Client Portfolio
$592K average
Assets Under Management
$244.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3610 N. 44th St., Suite 220, Phoenix, AZ, 85018

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Garry is a landlord of rental property and gathers estate information, dedicating minimal time to each. He also works as an advisor for Kachkovsky & Fisher, Inc, spending nearly full-time on comprehensive financial planning.

Employment History
Current Registrations
Kachkovsky & Fisher, INC.
October 2001 - Present · 24 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2012 - April 2015 · 2 yrs 8 mos
State Registrations4 states
AZCACOIL
Advisor

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.

Exams
No exam information available for this advisor.