Jeffrey Kazmierski is a registered investment advisor at Ash Matson Wealth Partners, INC., based in Petoskey, MI, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Some existing clients may have different fee arrangements based on previous schedules.
Fee Estimator
Location
410 E. Lake St., Suite 1300, Petoskey, MI, 49770
Get directionsHistory
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
Ash Matson Wealth Partners, INC.
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.
Exams
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