Jesse Sikorski
Jesse Sikorski is a registered investment advisor at Sikorski Wealth Management, LLC, based in San Diego, CA, with 11 years of industry experience. Jesse 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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
Jesse is a licensed insurance agent since 2015, selling insurance products. This requires minimal time.
Employment History
Current Registrations
Sikorski Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 states
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.