Alex Zubak is a registered investment advisor at Sikorski Wealth Management, LLC, based in San Diego, CA, with 14 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 167 clients with $100M in assets under management.
Compensation
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Sikorski Wealth Management offers comprehensive portfolio management services. The annual fee for this service will not exceed 1.20%. The fee is calculated monthly based on the average daily value of your account. Fees are negotiable and will be deducted from your account. In rare cases, Sikorski Wealth Management will agree to directly invoice you.
Location
110 W A St., Suite 960, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sikorski Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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