Jack Waletich is a CFP, PFS-designated registered investment advisor at Kure Advisory, LLC, based in Plymouth, MN, with 2 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 357 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kure Advisory offers investment management services for an annual fee based on the value of your investments. The fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance.
Location
15600 36th Avenue North, Suite 200, Plymouth, MN, 55446
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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.
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Jack prepares tax returns for close friends and family under the DBA Jack Waletich. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Kure Advisory, LLC
Previous Registrations
Berger Financial Group
State Registrations1 state
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