Stacie Skryz is a CFP-designated registered investment advisor at Lechner Associates, based in North Attleboro, MA, with 8 years of industry experience. Stacie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 128 clients with $85M in assets under management.
Compensation
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Lechner Associates offers wealth management services that include investment portfolio management, oversight and investment guidance for employer-sponsored retirement plans, and financial planning services. The annual fee is based on anticipated time spent and value added for the client’s financial needs. The average monthly fee is $300, ranging up to $475, and may be negotiable.
Location
380 Elm Street, Suite 3, North Attleboro, MA, 02760-3314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lechner Associates
State Registrations2 states
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