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Steven Kwiatkowski
15 Years of Experience
Austin, TX
1 DisclosureSells Insurance
Steven Kwiatkowski is a registered investment advisor at Legacy Springs Advisors, LLC, based in Austin, TX, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$9.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Austin, TX
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2013Other Business ActivitiesSells Insurance
Steven has been an independent insurance agent with various insurance carriers since 2011.
Employment History
Current Registrations
Legacy Springs Advisors, LLC
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
Waddell & Reed, INC.
February 2011 - March 2013 · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.