Kristopher Sevcenko
Kristopher Sevcenko is a CFP-designated registered investment advisor at Davidson Wealth Management LLC, based in Forked River, NJ, with 20 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 221 clients with $150M 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 | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1041 West Lacey Road, 2nd Floor, Forked River, NJ, 08731
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 →Other Business ActivitiesSells Insurance
Kristopher works as a financial advisor for Davidson Wealth Management, dedicating nearly full-time hours to analyzing client portfolios and providing investment management and financial planning services. He also acts as a statutory agent for the same company, spending minimal time analyzing clients' insurance needs and providing recommendations.
Employment History
Current Registrations
Davidson Wealth Management LLC
Osaic Wealth, INC.Broker
Previous Registrations
Scottrade, INC.Broker
State Registrations36 states
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