Roman Bulawski is a CFP-designated registered investment advisor at Kubhera Enterprises LLC, based in Princeton, NJ, with 9 years of industry experience. Roman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 352 clients with $290M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Location
742 Alexander Road, Suite 305, Princeton, NJ, 08540
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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 ActivitiesSells Insurance
Roman is an independent insurance agent.
Employment History
Current Registrations
Kubhera Enterprises LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Lincoln Investment Planning, INC.Broker
Capital Brokerage CorporationBroker
Capital Brokerage CorporationBroker
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.