Christopher Kuzelka
Christopher Kuzelka is a CFP-designated registered investment advisor at Capital Investment Advisors, LLC, based in Phoenix, AZ, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,014 clients with $8.2B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in limited instances.
Fee Estimator
Location
2141 East Camelback Road, Suite 205, Phoenix, AZ, 85016
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 →Employment History
Current Registrations
Capital Investment Advisors, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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
More Advisors
- Ryan Curwick, CFA, CFPCapital Investment Advisors, LLC
- Natalie Rivosecchi, CFPCharles Schwab & CO., INC.
- Cheryl Knight, ChFCLPL Enterprise, LLC
- Luke Watson, CFPSchwab Wealth Advisory, INC.
- Sarah Spiller, CFP, ChFCCharles Schwab & CO., INC.
- Emily Stead, CFPCetera Investment Advisers LLC