Paul Kindzia is a CFP-designated registered investment advisor at Kindzia Investments, based in Johns Creek, GA, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 40 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on financial situation, amount of assets, and complexity of services.
Fee Estimator
Location
11555 Medlock Bridge Road, Suite 100, Johns Creek, GA, 30097
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Paul is a sole proprietor offering tax and accounting services from the same location as Kindzia Investments. He spends minimal time on these non-investment related services.
Employment History
Current Registrations
Kindzia Investments
Previous Registrations
Niagara Financial Advisors, LLC
Triad Advisors, INC.
State Registrations2 states
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.