Jonathan Kacmarcik
Jonathan Kacmarcik is a registered investment advisor at Private Client Services, LLC, based in Wrightsville Beach, NC, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
232 Causeway Drive, Unit 2A, Wrightsville Beach, NC, 28480
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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
Jonathan is involved in several outside business activities. He spends about a quarter of his time on Three Magnolias Financial Advisors, has limited involvement in Southland Entertainment, owns a rental property, has little involvement with Docs Ink, and does administrative work for Sea Scape Properties.
Employment History
Current Registrations
Private Client Services, LLCBroker
Three Magnolias Financial Advisors
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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