Advisor at Efficient Capital Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Efficient Capital Strategies, LLC
Location
Providence, RI 02903
Credentials
Series 65, Series 66
Industry experience
12 years
Jonathan Kuczmarski is a financial advisor at Efficient Capital Strategies, LLC in Providence, RI, holding Series 65 and Series 66 licenses with 12 years of industry experience. He previously worked at WhaleRock Point Partners, LLC from 2014 to 2016 before founding his current firm in 2016. In addition to his advisory role, he holds an active real estate salesperson license and dedicates a portion of his workweek to real estate activities. Efficient Capital Strategies provides comprehensive, goals-based financial planning and discretionary portfolio management primarily for high net worth individuals, charitable organizations, and business entities. The firm employs a value-based investment philosophy using fundamental and technical analysis, incorporating equities, fixed income, mutual funds, ETFs, and publicly traded REITs, with tactical use of nontraditional ETFs and hedging strategies.
Based on Efficient Capital Strategies, LLC
Financial planning fixed fees range from $1,500 to $5,000 (negotiable); Advisory consultation project fees from $1,500 to $5,000 (negotiable)
$0 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.65% $5,000,001+: Negotiable
$150 per hour for financial planning and advisory consultations (hourly rate for financial planning is negotiable, advisory consultation hourly rate is non-negotiable)
Account minimum: $100,000 Minimum fee: Investment Supervisory Services fee is $500 per quarter ($2,000 per year), non-negotiable Fee-only: Financial planning fees are charged on an hourly basis at $150/hour (negotiable) or fixed fees from $1,500 to $5,000 (negotiable); Advisory consultations charged hourly at $150/hour or project-based fees from $1,500 to $5,000; Investment supervisory services charged $2,000 per year
400 Westminster Street, Suite 201
Providence, RI 02903
Massachusetts · New York · Rhode Island
Efficient Capital Strategies, LLC
2016 - Present (10 years)
WhaleRock Point Partners, LLC
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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