Michael Kuczinski
Michael Kuczinski is a CFP, ChFC-designated registered investment advisor at Garden State Investment Advisory Services, LLC, based in Millstone Twp, NJ, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Millstone Twp, NJ
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2014Customer Dispute
September 2003Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Michael is a partner at Total Wealth Enhancement Group, LLC, a DBA for securities and financial planning, estate and retirement planning, taking nearly full-time. He also owns MTK Financial Group II, Inc., providing tax preparation services and insurance sales, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Walnut Street Securities, INC.Broker
Investors Capital CORP.Broker
Nylife Securities INC.Broker
State Registrations7 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.