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Christopher Kuligowski

Advisor at Kuli Capital Management

Updated today

Firm

Kuli Capital Management

Location

Saginaw, MI

Credentials

Series 63, Series 65

Industry experience

21 years

About

Christopher Kuligowski is the sole advisor at Kuli Capital Management in Saginaw, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led Kuli Capital Management since its founding in 2010. Kuli Capital Management provides fee-based investment advisory and financial planning services to individual clients as well as institutional clients such as credit unions and municipalities. The firm utilizes a tactical allocation approach that incorporates both fundamental and technical analysis across a broad range of public securities to manage risk and pursue performance.

Client services

Based on Kuli Capital Management

Portfolio management

Expertise

Based on Kuli Capital Management

Active portfolio management Concentrated stock management

Fee options

Fixed

Fixed fees for comprehensive financial planning ranging from $1,000 to $5,000, based on scope and complexity

Percentage

0.75% to 2.00% annually, charged quarterly in arrears, based on assets under management

Project-based

$200 per hour, may be negotiated

Location

Saginaw, MI

Most active in

Michigan

Work history

Kuli Capital Management

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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