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Paul Kluskowski

Advisor at T/R Financial Management Group, LLC

Updated today

Location

New Richmond, WI

Credentials

Series 66

Industry experience

26 years

About

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

Client services

Based on T/R Financial Management Group, LLC

Financial planning Portfolio management

Expertise

Based on T/R Financial Management Group, LLC

Equity compensation tax strategy Active portfolio management

Occupation focus

Based on T/R Financial Management Group, LLC

Retired

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Fee options

Percentage

$0 - $100,000: 2.00% per year $100,000 - $500,000: 1.50% per year $500,000+: 1.25% per year

Project-based

$100 to $250 per hour for financial planning services, negotiable

Other

Account minimum: $250,000 Fee-only: Investment management fees based on tiered percentage of assets under management; financial planning charged hourly.

Location

New Richmond, WI

Most active in

Maryland · Minnesota · Texas · Virginia · Wisconsin

Work history

Lotus Investment Management, Llc

2006 - 2019 (13 years)

T/R Financial Management Group, LLC

2004 - Present (22 years)

Disclosures

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

Business activities & affiliations

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ESG / Sustainable investing
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