Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial plans range from $800 to $2,500, negotiable based on complexity. Retainer agreements range from $1,200 to $5,000 annually, also negotiable. Investment management fees are either a scaled rate or a flat 2% of assets under management. Hourly planning agreements range from $200 to $250 per hour. Fees are negotiable, but will not exceed 3% of assets under management per year.
Areas of Practice
Advisor Information
Office location
Williamsville, NY
Get directionsRegulatory 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 ActivitiesSells Insurance
Kurt is the founder of Zenith Capital, doing business as a securities and investment advisory business, spending nearly full-time hours there. He is also an investment adviser representative with MHA Financial Corp, dedicating about 20% of his time, and a dual representative with Four Points Insurance Agency LLC for variable and non-variable insurance products.