Ryan Wojciechowski
Ryan Wojciechowski is a registered investment advisor at Adtigo Investment Advisors, LLC, based in Morrisville, NC, with 8 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $20M 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 | 0.30% |
Firm also offers a performance-based fee structure for qualified clients: 10% of capital appreciation above a 10% hurdle rate annually. Fees are negotiable.
Fee Estimator
Location
117 Rapidan Ct, Morrisville, NC, 27560
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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 ActivitiesSells Insurance
Ryan is a licensed insurance agent.
Employment History
Current Registrations
Adtigo Investment Advisors, LLC
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.