Kristen Kuzma is a CFP-designated registered investment advisor at Fairway Wealth Management LLC, based in Independence, OH, with 9 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 293 clients with $2.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be charged as a fixed annual retainer in lieu of an asset-based fee. The minimum annual fee for ongoing wealth management services is $15,000.
Fee Estimator
Location
6055 Rockside Woods Blvd., Suite 330, Independence, OH, 44131
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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
Kristen is the sole proprietor of Cleveland Accents, a handmade jewelry business she started in 2011. She dedicates minimal time to this non-investment related activity, making and selling jewelry at craft shows and online.
Employment History
Current Registrations
Fairway Wealth Management LLC
Previous Registrations
Fairway Wealth Management LLC
State Registrations1 state
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