Gene Kowalski
Gene Kowalski is a registered investment advisor at Solitude Financial Services, INC., based in Charlottesville, VA, with 16 years of industry experience. Gene 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, Investment Management, and 2 more. Their firm serves 164 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable for employees or clients well within retirement requiring only distribution and portfolio management strategies.
Fee Estimator
Location
236 East High Street, Charlottesville, VA, 22902
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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 Activities
Gene is employed as a 787 First Officer at United Airlines since 1996, piloting commercial aircraft. He spends about 60-75 hours per month at United Airlines, with a few hours per week occurring during trading hours.
Employment History
Current Registrations
Solitude Financial Services, INC.
State Registrations2 states
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