Denis Kazalac
Denis Kazalac is a registered investment advisor at Fifth Third Securities, INC., based in North Royalton, OH, with 22 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
6465 Royalton Road, North Royalton, OH, 44133
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Regulatory History (1)
Customer Dispute
June 2015Other Business Activities
Denis owns rental property in Brooklyn, OH, and spends minimal time on it. This activity is not securities related and will not interfere with his duties at the firm.
Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Pruco Securities, LLC.Broker
State Registrations3 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.