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Andrew Kaminski

9 Years of Experience
Naperville, IL

Andrew Kaminski is a registered investment advisor at HK Private Client, LLC, based in Naperville, IL, with 9 years of industry experience. Andrew 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 109 clients with $90M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
109 clients
Average Client Portfolio
$825K average
Assets Under Management
$89.9M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.90%
$4.0M - $6.0M0.80%
$6.0M - $10.0M0.70%
$10M+0.70%

Fees negotiable for accounts over $10,000,000.

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

1776 Legacy Circle, Suite 111, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
HK Private Client, LLC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Calamos Advisors LLC
March 2007 - November 2007 · 8 mos
Lincoln Financial Advisors Corporation
June 2001 - October 2006 · 5 yrs 4 mos
State Registrations5 states
FLILINMITN
Advisor

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Exams
No exam information available for this advisor.