B. Dvorchak
B. Dvorchak is a CFP-designated registered investment advisor at Dvorchak & Associates, based in Highlands Ranch, CO, with 20 years of industry experience. B. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $4.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dvorchak & Associates offers investment management services where fees are negotiable and range from 0.10% to 1.50% of the value of your portfolio. Fees are charged after the service has been provided. Transaction fees may also be charged by the brokerage company.
Location
Highlands Ranch, CO
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2010Other Business Activities
B. works as a mortgage broker for Nova Star Home Mortgage, Inc. dedicating minimal time to this activity.
Employment History
Current Registrations
Dvorchak & Associates
Previous Registrations
Eagle Strategies CORP
State Registrations1 state
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.