Kelly Kazmierski
Kelly Kazmierski is a registered investment advisor at Legacy Financial Services Group, INC., based in Traverse City, MI, with 14 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 184 clients with $120M 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 $249K | 1.75% |
| $249K - $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
10691 East Carter Road, Suite 101, Traverse City, MI, 49684
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
Kelly is an independent insurance agent selling fixed annuities, long-term care, whole and term life insurance since 2004.
Employment History
Current Registrations
Legacy Financial Services Group, INC.
Previous Registrations
Legacy Financial Services Group, LLC
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.