Krzysztof Garlewicz is a CFP-designated registered investment advisor at Prosperifi LLC, based in Des Plaines, IL, with 18 years of industry experience. Krzysztof operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more. Their firm serves 88 clients with $74M 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 $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable. Pension consulting asset-based fees have a separate schedule starting at 0.75% and scaling down to 0.40%.
Fee Estimator
Location
701 Lee Street, Suite 650, Des Plaines, IL, 60016
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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 →Other Business Activities
Krzysztof spends a few hours per week on speaker/content creation since 2018. He also dedicates minimal time as an author/writer for Financial Freedom Formula since 2017.
Employment History
Current Registrations
Prosperifi LLC
Previous Registrations
Prosperifi LLC
LPL Financial LLCBroker
LPL Financial LLC
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations3 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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