Dennis Koleda is a registered investment advisor at Family Manage LLC, based in Long Beach, NY, with 3 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 742 clients with $4.4B 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 | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
These fees apply to common stocks, convertible preferred shares, Third-Party Managers and TAMPs, and all other equity-type assets managed by FM. For bonds, cash, and other fixed income securities, the annual fee is: Under $1,000,000: 1.00%, $1,000,000 - $5,000,000: 0.75%, $5,000,000 - $10,000,000: 0.50%, Over $10,000,000: 0.40%. For retirement plan accounts, FM charges a level advisory fee of 1% of the account value. Fees may be negotiable.
Fee Estimator
Location
Long Beach, 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 Activities
Dennis is an employee of Family Management Securities, LLC, which is an affiliate of Family Management Corporation.
Employment History
Current Registrations
Family Manage LLC
Previous Registrations
Family Management Securities, LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations1 state
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