Aiden Pisarczyk is a registered investment advisor at Momentous Wealth Management, INC., based in Vancouver, WA. Aiden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 455 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Momentous Wealth Management offers asset management and comprehensive portfolio management services. The annual fee will not exceed 1% but can be up to 1.30% if sub-advisory services are used (1% to Momentous Wealth Management and 0.30% to the sub-advisor). Fees are negotiable and are deducted from client accounts quarterly in advance. Fees are assessed on cash and cash equivalents.
Location
300 E. 17th Street, Vancouver, WA, 98663
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Momentous Wealth Management, INC.
State Registrations1 state
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