Andrew Dziedzic
Andrew Dziedzic is a registered investment advisor at Prepared Retirement Institute LLC, based in Montgomeryville, PA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 259 clients with $310M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Family household account values may be combined to reach breakpoints.
Fee Estimator
Location
105 Montgomery Ave., Suite 1053, Montgomeryville, PA, 18936
Get directionsHistory
Regulatory History (1)
Criminal
May 1999Other Business ActivitiesSells Insurance
Andrew provides tax preparation services. He is also an independent representative with various insurance carriers, selling fixed insurance products.
Employment History
Current Registrations
Prepared Retirement Institute LLC
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Symetra Securities, INC.Broker
Symetra Investment Services, INC.Broker
Sentinel Financial Services CompanyBroker
Vanguard Marketing CorporationBroker
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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