Michael Kuczinski is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Millstone Twp, NJ, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,122 clients
Average Client Portfolio
$265K average
Assets Under Management
$561.5M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Millstone Twp, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael works as a tax preparer and assistant for MTK Financial Group II Inc. and Total Wealth Enhancement Group, LLC, dedicating about a quarter of his time. He is also a real estate agent, spending about half his time facilitating property sales, and is involved in fitness, nutrition, ATM/vending machines, and junk removal businesses, dedicating about 10-20% of his time to fitness and nutrition.

Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
March 2018 - Present · 8 yrs 1 mo
Garden State Securities, INC.Broker
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
H. Beck, INC.
November 2016 - March 2018 · 1 yr 4 mos
H. Beck, INC.Broker
June 2016 - March 2018 · 1 yr 9 mos
State Registrations3 states
NJNYPA
AdvisorBrokerBoth

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.