Walter Grzywinski
Walter Grzywinski is a registered investment advisor at Oak Brook Advisors LTD, based in Sarasota, FL, with 28 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 30 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
6151 Lake Osprey Drive, 3rd Floor, Sarasota, FL, 34240
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Walter is the President of Oak Brook Financial Ltd and a licensed insurance agent selling life, disability, long-term care, and fixed annuity products since 1974. This activity takes about half of Walter's time.
Employment History
Current Registrations
Oak Brook Advisors LTD
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.