Clay Michael Kazmierski

Exos Wealth Strategies, LLC

20 Years of Experience

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Firm Information

Exos Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

62 clients

Average Client Portfolio

$486K average

Assets Under Management

$30.1M

Fee Structure

Financial Planning:Investment management only

This firm's advisors may receive additional compensation based on the amount of assets they bring to the firm and the number of clients they introduce. Some advisors are licensed insurance agents and may receive commissions from the sale of insurance products.

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Areas of Practice

Investment ManagementInsurance Planning

Advisor Information

Office location

Gilbert, AZ

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Regulatory History (1)

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