William Kielczewski
William Kielczewski is a registered investment advisor at The Westchester Group, LLC, based in Ottawa Hills, OH, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Westchester Group's investment advisory fees are calculated as a percentage of the value of your portfolio. These fees are typically paid monthly, based on the value of your investments at the end of the month. Some investments, like mutual funds and variable annuities, have their own fees that will also reduce your investment value.
Location
Ottawa Hills, OH
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Regulatory History (2)
Regulatory
May 2020Employment Separation After Allegations
April 2017Other Business Activities
William's wife is a silent minority partner in Mariemont Capital LLC, an investment-related company, and William has a passive position investing in non-investment grade MBS due to his relationship with his wife. He spends minimal time on this business.
Employment History
Current Registrations
The Westchester Group, LLC
Previous Registrations
The Huntington Investment CompanyBroker
Fifth Third Securities, 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.