Stephen Czechowski is a registered investment advisor at Wny Asset Management, LLC, based in Williamsville, NY, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,115 clients with $1.5B 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 $401K | 1.30% |
| $401K - $751K | 1.10% |
| $751K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Location
6500 Sheridan Drive, Suite 200, Williamsville, NY, 14221
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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
Stephen is an employee of Kotas & Kotas, CPA P.C., working full-time. He also serves as a business official for Alden Substance Abuse Coalition, dedicating minimal time, and as a solicitor for WNY Asset Management, spending minimal time.
Employment History
Current Registrations
Wny Asset Management, LLC
State Registrations1 state
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