Katarzyna Marczyk
Katarzyna Marczyk is a CFP-designated registered investment advisor at Anchor Wealth Management Group LLC, based in West Palm Beach, FL, with 20 years of industry experience. Katarzyna 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, Insurance Planning, and 2 more. Their firm serves 209 clients with $230M 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% |
The annual fee is negotiable based upon certain criteria. Clients invested in portfolios constructed solely of mutual funds managed by American Funds are charged no more than 1.0% annually.
Fee Estimator
Location
120 S. Olive Ave,, Suite 400, West Palm Beach, FL, 33401
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
Katarzyna is an insurance agent/financial advisor selling life, disability, health, and long-term care insurance, dedicating a few hours per week. She also manages office space through Oyster Bay Holdings, LLC, spending minimal time, and works with KAM Business Consulting LLC for about 10-20% of her time.
Employment History
Current Registrations
Anchor Wealth Management Group LLC
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Brewer Investment Advisors LLC
Brewer Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.