Clay Kazmierski is a registered investment advisor at Exos Wealth Strategies, LLC, based in Gilbert, AZ, with 20 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 62 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exos Wealth Strategies charges an annual fee based on a percentage of the value of your investments.
For bundled investment advisory and financial planning services, the fees are:
- First $999,999: 1.00%
- Next $500,000: 0.80%
- Next $1,000,000: 0.50%
- Next $2,500,000: 0.35%
- Over $5,000,000: Negotiable
For standalone investment advisory services, the fees are:
- First $499,999: 0.90%
- Next $500,000: 0.75%
- Next $1,500,000: 0.60%
- Next $2,500,000: 0.50%
- Over $5,000,000: Negotiable
Fees may be negotiable and can vary based on factors such as the amount of assets, complexity, and anticipated services.
Location
Gilbert, AZ
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2019Employment History
Current Registrations
Exos Wealth Strategies, LLC
Previous Registrations
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State Registrations2 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.