Dorota Warchol
Dorota Warchol is a ChFC-designated registered investment advisor at Virtus Wealth Solutions, based in Cranford, NJ, with 29 years of industry experience. Dorota 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. Their firm serves 318 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Virtus Wealth Solutions offers investment management through programs provided by Commonwealth Financial Network. Fees vary depending on the program selected (PPS Custom, PPS Select, PPS Direct). The maximum fee charged across all programs is 3.00%. Fees are typically calculated as a percentage of the assets managed and are paid quarterly in advance. Fees are negotiable.
Location
517 Centennial Avenue, Suite 200, Cranford, NJ, 07016
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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 ActivitiesSells Insurance
Dorota sells fixed insurance, dedicating about a quarter of her time to this activity. She also co-owns rental property and is a board member for two non-profit organizations, spending minimal time on these endeavors.
Employment History
Current Registrations
Virtus Wealth Solutions
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
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.