SK
SK
Stephen Kucharski
27 Years of Experience
Novi, MI
2 DisclosuresBroker
Stephen Kucharski is a registered investment advisor at Charles Schwab & CO., INC., based in Novi, MI, with 27 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
43251 Crescent Blvd, Novi, MI, 48375
Get directionsHistory
Regulatory History (2)
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
September 2004Denied
Customer Dispute
August 2003Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2022 - Present · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
TD Ameritrade, INC.
February 2018 - October 2022 · 4 yrs 8 mos
TD Ameritrade, INC.Broker
February 2018 - July 2024 · 6 yrs 5 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2023 · 5 yrs 7 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
September 2016 - February 2018 · 1 yr 5 mos
Infinex Investments, INC.Broker
July 2016 - September 2016 · 2 mos
Infinex Investments, INC.
July 2016 - September 2016 · 2 mos
Essex National Securities, LLC
September 2014 - July 2016 · 1 yr 10 mos
Essex National Securities, INC.
March 2012 - August 2012 · 5 mos
Essex National Securities, LLCBroker
March 2012 - July 2016 · 4 yrs 4 mos
Chase Investment Services CORP.
July 2005 - March 2012 · 6 yrs 8 mos
Chase Investment Services CORP.Broker
July 2005 - March 2012 · 6 yrs 8 mos
Banc One Securities Corporation
June 2003 - July 2005 · 2 yrs 1 mo
Banc One Securities CorporationBroker
June 2003 - July 2005 · 2 yrs 1 mo
Edward JonesBroker
December 2000 - May 2003 · 2 yrs 5 mos
AXA Advisors, LLCBroker
May 1998 - January 2001 · 2 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1998 - January 2000 · 1 yr 8 mos
State Registrations39 states
ALARAZCACODCFLGAHIIAIDILINKSKYLAMAMDMIMNMONDNENHNJNMNYOHORPASCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth
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.