Mark Wojcinski
Mark Wojcinski is a registered investment advisor at Pathway Partners Wealth Advisors, LLC, based in Amherst, NY, with 11 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 367 clients with $79M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
100 Corporate Parkway, Suite 136, Amherst, NY, 14226
Get directionsHistory
Regulatory History (4)
Judgment / Lien
March 2020Customer Dispute
September 2019Judgment / Lien
April 2018Judgment / Lien
October 2017Other Business ActivitiesSells Insurance
Mark is a licensed insurance agent and involved in business development for The Advisor Network, a web platform for financial professional collaboration. He dedicates minimal time outside trading hours to solicit potential users of the platform for a fee.
Employment History
Current Registrations
Pathway Partners Wealth Advisors, LLC
Previous Registrations
Pathway Partners Wealth Advisors, LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Gwn Securities INC.Broker
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.