Arthur Kulick is a registered investment advisor at Asi Wealth Advisors LLC, based in Miami, FL, with 14 years of industry experience. Arthur 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, Investment Management, Retirement Planning. Their firm serves 57 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ASI Wealth Advisors charges a percentage of your investments annually, paid quarterly. The fee varies based on the type of investment (fixed income or equity) and the amount you invest.
For fixed income (bonds):
- Up to $3,999,999.99: 1.00% per year
- $4,000,000 - $6,999,999.99: 0.90% per year
- $7,000,000 - $10,999,999.99: 0.80% per year
- $11,000,000 and Up: 0.70% per year
For equity (securities):
- Up to $3,999,999.99: 1.25% per year
- $4,000,000 - $6,999,999.99: 1.15% per year
- $7,000,000 - $10,999,999.99: 1.05% per year
- $11,000,000 and Up: 0.90% per year
These fees are negotiable.
Location
Miami, FL
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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 ActivitiesSells Insurance
Arthur is the President of ASI Group and a licensed insurance agent. He offers clients advice or products from these activities, which involve a conflict of interest due to commissions.
Employment History
Current Registrations
Asi Wealth Advisors LLC
Previous Registrations
Asi Wealth Advisors LLC
AXA Advisors, LLC
State Registrations1 state
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.