MD
MD

Michael Dudkowski

6 Years of Experience
Sewickley, PA

Michael Dudkowski is a registered investment advisor at Vam Group, LLC, based in Sewickley, PA, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
31 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$58.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2200 Georgetown Drive, Suite 301, Sewickley, PA, 15143

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a board member of Achieva Family Trust, a charitable organization supporting individuals with disabilities, since 2018. He volunteers a minimal amount of time and receives no compensation.

Employment History
Current Registrations
Vam Group, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Hightree Advisors, LLC
May 2020 - January 2023 · 2 yrs 8 mos
Towers Watson Investment Services, INC.
August 2019 - January 2020 · 5 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
Michael Dudkowski - Financial Advisor | TrueAdvisor