Clay Kazmierski
Clay Kazmierski is a registered investment advisor at Exos Wealth Strategies, LLC, based in Gilbert, AZ, with 21 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 62 clients with $30M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Schedule reflects bundled investment management and financial planning. Standalone investment management rates start at 0.90%. Fees are negotiable for amounts over $5 million.
Fee Estimator
Location
Gilbert, AZ
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2019Employment History
Current Registrations
Exos Wealth Strategies, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
Scottsdale Capital Advisors CORP
Scottsdale Capital Advisors CORPBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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