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Karlis Kirsis

22 Years of Experience
Englewood Cliffs, NJ

Karlis Kirsis is a registered investment advisor at World Steel Dynamics, based in Englewood Cliffs, NJ, with 22 years of industry experience. Karlis operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
  • Annual full subscription — $12,500 per year, covering comprehensive core reports, monitor reports, strategic updates, and global alerts
  • World Steel Intelligence annual subscription — $1,100 per year for approximately 12 reports focusing on steel market and pricing trends
  • Limited edition research studies — $10,000 to $50,000 for specialized in-depth industry reports
  • Private consulting studies — $15,000 to $200,000 for customized evaluations of a firm's competitive position, product pricing outlook, and survival prospects
  • Individual core reports — $2,000 to $4,500 per report depending on the specific publication
One-Time Plan:$1,100 - $200,000
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Location

456 Sylvan Avenue, Englewood Cliffs, NJ, 07632

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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 Activities

Karlis is a partner in a rental property business located at 10 West 95th St, NY, NY. This activity is not investment-related.

Employment History
Current Registrations
World Steel Dynamics
February 2004 - Present · 22 yrs 8 mos
State Registrations1 state
NJ
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.
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