Joseph Kucharczuk
Joseph Kucharczuk is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
100 Vanguard Blvd, Malvern, PA, 19355
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Joseph is an agent for two immediate family members, starting in March and July of 2024 respectively. He dedicates minimal time to these activities, and no time during trading hours.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing Corporation
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.