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Christopher Kuligowski

21 Years of Experience
Saginaw, MI

Christopher Kuligowski is a registered investment advisor at Kuli Capital Management, based in Saginaw, MI, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$300K average
Assets Under Management
$13.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Kuli Capital Management charges a quarterly fee based on the value of your portfolio. The annual fee ranges from 0.75% to 2.00% of the assets managed. This fee may be negotiable. This fee is separate from the expenses charged by mutual funds.

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Location

Saginaw, MI

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Kuli Capital Management
October 2010 - Present · 15 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
July 2004 - December 2007 · 3 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2002 - July 2004 · 2 yrs 2 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.