Paul Ciecwierz
Paul Ciecwierz is a registered investment advisor at LPL Financial LLC, based in Cockeysville, MD, with 35 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
9720 Greenside Dr Ste 6W, Cockeysville, MD, 21030-5036
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
Paul operates under the DBA Innovative Wealth Concepts. He also owns two rental real estate properties, one being a second home in Florida and the other being shared office space, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
The Scarborough Group, INC.
Royal Alliance Associates, INC.Broker
Retirement Investment GroupBroker
Hamilton Investments, INC.Broker
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.
Exams
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