Kristie Guadiano is a registered investment advisor at Vertrix Wealth Management, LLC, based in Troy, MI, with 11 years of industry experience. Kristie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15M+ | 0.75% |
Advisory fees may be negotiable at the firm's discretion based on factors such as account size and overall client relationship.
Fee Estimator
Location
1909 East Big Beaver, Troy, MI, 48083
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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 →Employment History
Current Registrations
Vertrix Wealth Management, LLC
Previous Registrations
Greystone Financial Group, LLC
Polaris Greystone Advisory Group, LLC
Polaris Greystone Advisory Group, LLC
Polaris Greystone Financial Group, LLC
Polaris Greystone Advisory Group, LLC
Greystone Financial Group, INC.
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.