Kadri Augustin is a registered investment advisor at Connective Wealth Partners, LLC, based in Farmingdale, 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 Alternative Investments, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 316 clients with $78M 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 | 2.00% |
Annual fees range from 0.50% to 2.00% based on complexity, asset level, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
Farmingdale, NY
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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
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.
Exams
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