Justin Fitchko is a CFP-designated registered investment advisor at Daymark Wealth Partners, LLC, based in Pepper Pike, OH, with 20 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 2,107 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DayMark Wealth Partners offers two investment management services:
- Asset Management: The annual fee will not exceed 1.75% of the value of your account, billed quarterly in advance. Fees are negotiable.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable. If an account is being charged a minimum account program fee because of the total market value of the account, the advisory fee charged can be higher than the stated maximum annual fee quoted above.
Clients may also incur fees charged by third-party managers if those managers are used.
Location
30100 Chagrin Boulevard, Suite 200, Pepper Pike, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Daymark Wealth Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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