Kadri Augustin is a registered investment advisor at Connective Wealth Partners, LLC, based in New York, NY, with 2 years of industry experience. Kadri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 292 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connective Wealth Partners' wealth management fees range from 0.50% to 2.00% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are calculated based on the market value of assets at the beginning or end of each calendar quarter and are paid in advance or arrears. Fees may be negotiable at the advisor's discretion.
Location
205 Hudson Street, Floor 8, New York, NY, 10013
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 Activities
Kadri is dually registered as an investment advisor representative with Connective Wealth Partners, LLC and FG Advisory Services, LLC on a temporary basis. This dual registration is strictly for transitional purposes only.
Employment History
Current Registrations
Connective Wealth Partners, LLC
Previous Registrations
Fg Advisory Services, LLC.
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.