Kristofer Venezia
Kristofer Venezia is a registered investment advisor at Eckman Wealth Management, LLC, based in Long Island City, NY, with 7 years of industry experience. Kristofer 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 287 clients with $74M 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 $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances. Household accounts may be aggregated to determine the applicable fee rate.
Fee Estimator
Location
Long Island City, NY
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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
Kristofer is an independent licensed life insurance broker since January 2021, dedicating minimal time to this activity. He also works as a podcast producer (about 10-20% of his time), freelance writer (a few hours per week), and a per diem host for WNYC (minimal time).
Employment History
Current Registrations
Eckman Wealth Management, LLC
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
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