Jon Kuczmarski, MBA — Efficient Capital Strategies LLC

Jon Kuczmarski, MBA

Efficient Capital Strategies, LLC

Stand Alone Fee Table

Client Relationship Summary

Efficient Capital Strategies, LLC

Jon Kuczmarski, MBA

Efficient Capital Strategies, LLC

Stand Alone Fee Table

Client Relationship Summary

Efficient Capital Strategies, LLC

JON ONE.jpg — Jonathan D. Kuczmarski, MBA

Chief Compliance Officer / Founder

Jon Kucz Bio Revised 2020.jpg

IMPORTANT DISCLOSURE INFORMATION REGARDING THIS WEBSITE AND ITS CONTENT GENERAL INFORMATION

Efficient Capital Strategies, LLC is an investment advisor registered pursuant to the laws of the state of Rhode Island. Our principal offices are located in the city of Providence. We also conduct business in the states of Massachusetts and New York. We provide financial planning services, investment management advice, and advisory consultations to help individuals, families, small businesses, and organizations achieve their long-term wealth management goals. ADVISORY REGULATIONS Our firm and investment advisor representatives are in compliance with the current regulatory filing requirements imposed by those states in which we conduct business and maintain clients. We only transact business in those states where we are registered or qualify for an exemption or exclusion from state registration requirements. For information about our firm’s registration statuses, please contact us for a list of states where we maintain registrations. A copy of our Firm Brochure discussing our services, fees, and operations is available upon request. LIMITATIONS OF INFORMATION ON THIS SITE The information on this site is limited to the dissemination of general information about our advisory services as well as access to additional investment-related information, publications, and links (some to unaffiliated third party content). Any subsequent, direct communications with a prospective client are conducted by an investment advisor representative who either is registered or qualifies for an exemption or exclusion from the registration requirements in the state where the prospective client resides. Accordingly, prospective clients or consumers should not construe our website as the rendering of personalized investment advisory recommendations or the solicitation to effect or attempt to effect transactions in securities.