William Kowalski is a registered investment advisor at Brightward Financial LLC, based in Denver, CO, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $8.0M | 0.65% |
| $8.0M - $18.0M | 0.55% |
| $18.0M - $43.0M | 0.35% |
| $43M+ | 0.25% |
Fees are generally negotiable. Pension consulting services are billed at a flat rate of 0.50% on all assets.
Fee Estimator
Location
1615 Platte St, Suite 200, Denver, CO, 80202
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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
William is a Director on the Board of Directors for Atomos Nuclear and Space Corporation, an aerospace manufacturing company, since 2018. He spends minimal time supporting the transition of records, data, and property to the company that acquired Atomos's assets.
Employment History
Current Registrations
Brightward Financial LLC
Previous Registrations
The Millstone Evans Group, LLC
The Millstone Evans Group, LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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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