KF
KF

Kevin Frisz

4 Years of Experience
Brooklyn, NY

Kevin Frisz is a registered investment advisor at Gramercy Private Wealth LLC, based in Brooklyn, NY, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable at the sole discretion of the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.

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

172 Montague Street, Suite 17A, Brooklyn, NY, 11201

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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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Employment History
Current Registrations
Gramercy Private Wealth LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Gramercy Private Wealth LLC
May 2021 - November 2021 · 6 mos
State Registrations1 state
NY
Advisor

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Exams
No exam information available for this advisor.