Ryan Kaczmarek is a CFP-designated registered investment advisor at Envoy Advisory INC., based in Oakbrook Terrace, IL, with 5 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 1,808 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envoy Advisory charges fees for different levels of advisory services:
- Basic Level Advisory Fee: Up to 0.65% annually.
- Basic Managed Model Advisory Fee: An additional 0.25% annually for target-date models.
- Professionally Managed Model Advisory Fee: An additional 0.45% annually for risk-based models.
These fees are in addition to the Basic Level Fee. Fees may be negotiable and can vary based on account size and complexity.
Location
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285
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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
Ryan is the co-trustee for his mother's investment accounts and POA for all her investments and assets, spending a few hours per week on this role. He is also an investment adviser representative with Harvest Investment Services, providing investment advisory services.
Employment History
Current Registrations
Envoy Advisory INC.
Harvest Investment Services, LLC
Previous Registrations
Paulson Wealth Management INC.
State Registrations2 states
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