Marcin Szczepaniak is a registered investment advisor at Kai Wealth LLC, based in Chicago, IL, with 2 years of industry experience. Marcin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kai Wealth charges a management fee based on the value of your portfolio. All fees are individually negotiated, and clients with higher amounts of assets under management may pay lower fees. The firm may also charge a separate fee for certain unmanaged, self-directed assets on which the firm advises and/or includes in its consolidated performance reporting. The firm may also collect an incentive fee equal to a certain percentage of the net income generated for a client.
Location
401 West Superior Street, Suite 001, Chicago, IL, 60654
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kai Wealth LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
LPL Financial LLCBroker
Iht Wealth Management LLC
M1 Finance LLCBroker
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.