Kwesi Simmsparris
Kwesi Simmsparris is a registered investment advisor at Kaspian Wealth Management, based in Woodcliff Lake, NJ, with 20 years of industry experience. Kwesi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 31 clients with $5.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
172 Broadway, Front Bldg, Suite 102, Woodcliff Lake, NJ, 07677
Get directionsHistory
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
Kwesi is the owner of Kaspian Financial, offering accounting and insurance products/services to clients. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Kaspian Wealth Management
Previous Registrations
Financial Network Investment Corporation
American Express Financial 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.