Jay Czarapata is a CFP-designated registered investment advisor at Fiducient Advisors LLC, based in Milwaukee, WI, with 25 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, High Net Worth, Investment Management, and 1 more. Their firm serves 1,239 clients with $98B 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 | 1.00% |
Fees are customized and negotiated in advance based on account type, complexity, and scope. Non-discretionary advisory fees typically range from 0.01% to 1.0%, while discretionary wealth management fees range up to 1.0%.
Fee Estimator
Contact
Jay Czarapata
Location
330 E Kilbourn Ave, Suite 1219, Milwaukee, WI, 53202
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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 →Employment History
Current Registrations
Fiducient Advisors LLC
Wealthspire Advisors
Previous Registrations
Wealthspire Capital, LLCBroker
Wealthspire Advisors
Baker Tilly Capital, LLCBroker
Baker Tilly Investment Advisors
Sva Wealth Management, INC.
Deloitte & Touche Investment Advisors LLC
Vision Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids 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.
Exams
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