Facts and Insights
KRIS LEWICKI & ASSOCIATES, LLC is a leading financial advisory firm that provides expert guidance and personalized solutions to its clients. With years of experience and a deep understanding of the financial markets, KRIS LEWICKI & ASSOCIATES, LLC helps clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and personalized solutions
- Years of experience and deep understanding of the financial markets
- Helps clients achieve their financial goals and secure their financial future
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
- High-net-worth individuals
- Business owners
- Retirees
- Individuals and families
Fees & Compensation
KRIS LEWICKI & ASSOCIATES, LLC charges a fee based on a percentage of assets under management for their investment management services. This ensures that the advisory firm is aligned with the clients’ best interests and works towards maximizing their investment returns. The exact fee structure may vary based on the client’s specific financial situation and needs.
Background
KRIS LEWICKI & ASSOCIATES, LLC was founded by Kris Lewicki, a seasoned financial expert with over 20 years of experience in the industry. Kris is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), and his extensive knowledge and expertise make him a sought-after advisor for high-net-worth individuals and businesses.
Financial Advisor Disclosures to Know
KRIS LEWICKI & ASSOCIATES, LLC is a registered investment advisor and adheres to all regulatory requirements set by the Securities and Exchange Commission (SEC). The firm has a clean disciplinary record and has not faced any legal or regulatory actions. For more information about the firm’s disclosures, please refer to the SEC’s Investment Advisor Public Disclosure database.