Matthew Wojick is a CFP-designated registered investment advisor at Wojick Capital Management, based in Zumbrota, MN, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 8 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fixed income and interest bearing securities are charged 0.25% annually.
Fee Estimator
Location
Zumbrota, MN
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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.
Learn about disclosures →Other Business Activities
Matthew is licensed to sell insurance but will not offer any insurance services or products to clients. Therefore, there are no conflicts of interest.
Employment History
Current Registrations
Wojick Capital Management
Previous Registrations
Fbl Marketing Services, LLCBroker
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Edward Jones
Edward JonesBroker
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.