Mark Skvoretz is a PFS-designated registered investment advisor at Ws Wealth Management, LLC, based in Middleburg Heights, OH, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WS Wealth Management does not directly charge fees. Fees for investment advisory services are charged by Pinnacle Wealth Planning Services. WS Wealth Management receives a portion of those fees as compensation for initiating the client relationship and providing continued expertise.
Location
7550 Lucerne Drive, Suite 400, Middleburg Heights, OH, 44130
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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.
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Mark is a partner in Wasacz & Skvoretz, LTD, a certified public accounting firm, since 1997. He dedicates nearly full-time hours to this role, responsible for all client services including tax preparation and planning.
Employment History
Current Registrations
Ws Wealth Management, LLC
State Registrations1 state
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