Jeffrey Kaczmarczyk is a CFA-designated registered investment advisor at Tristate Wealth Advisors, based in Newark, DE, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 70 clients with $26M 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 $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
263 E Main St, #B, Newark, DE, 19711
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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 →Employment History
Current Registrations
Tristate Wealth Advisors
Previous Registrations
Blue Rock Financial Group
State Registrations2 states
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