Stephen Kuchinski
Stephen Kuchinski is a registered investment advisor at Fortis Group Advisors LLC, based in Westwood, NJ, with 10 years of industry experience. Stephen 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 2,780 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Group Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, investment supervision, and other account maintenance activities. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account, the complexity of your portfolio, and other factors. The maximum fee is 1.75%, but a lower fee may be negotiated. Employees and their family members receive a reduced fee. The fee is deducted directly from your account by the custodian.
Location
345 Kinderkamack Road, Suite B, Westwood, NJ, 07675
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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 ActivitiesSells Insurance
Stephen operates under the DBA Fortis Wealth Group, LLC for his LPL business and provides investment advisory services through Fortis Group Advisors, LLC, dedicating about a quarter of his time to the latter. He also engages in non-variable insurance activities through The Fortis Agency.
Employment History
Current Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
National Securities CorporationBroker
State Registrations5 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.