Jennifer Kulek
Jennifer Kulek is a registered investment advisor at Lifecycle Financial Planners INC., based in Bloomfield Hills, MI, with 16 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 171 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifecycle Financial Planners provides ongoing investment management as part of their comprehensive retainer programs, which range from $10,000 to $200,000 per year depending on the complexity of your situation, net assets, and income. There are no separate asset-based percentage fees for investment management; instead, investment management is bundled into your annual retainer fee.
Location
40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lifecycle Financial Planners INC.
Previous Registrations
Cambridge Connection INC
The Ayco Company,l.p.
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.
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