Overview
- Total Firm Assets
- $840 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
Fee Disclosure
Source: M. KULYK & ASSOCIATES, LLC DBA CHICORY WEALTH ADV PART 2A BROCHURE (2026-07-13) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $15,000,000 | 0.75% |
| $15,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $300,000 | 0.60% |
| $100 million | $550,000 | 0.55% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 75.18%
- Number of High-Net-Worth Clients
- 225
- Total Client Accounts
- 2,208
- Discretionary Accounts
- 2,197
- Non-Discretionary Accounts
- 11
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 290887
- M. KULYK & ASSOCIATES, LLC DBA CHICORY WEALTH ADV PART 2A BROCHURE (2026-07-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗