Joseph Baczkowski is a registered investment advisor at Baczkowski & Company, based in Elkton, MD, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $1.5M 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 | 2.00% |
The 2% fee is negotiable based on size of account, anticipated transaction level, expressed portfolio goals, total client financial condition, etc.
Fee Estimator
Location
Elkton, MD
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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 Activities
Joseph owns real estate rental properties. This activity is not investment-related.
Employment History
Current Registrations
Baczkowski & Company
State Registrations1 state
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