Richard Czechowski is a CFP-designated registered investment advisor at Ws Wealth Management, LLC, based in Washington, VA, with 33 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 71 clients with $91M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
There is a $7,500 minimum fee that may be waived. WS Wealth Management may also charge an additional fee of up to 0.25% for using an option overlay strategy.
Fee Estimator
Location
509 Fodderstack Rd, Washington, VA, 22747
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 →Employment History
Current Registrations
Ws Wealth Management, LLC
Previous Registrations
Ws Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Lehman Brothers INC.Broker
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.