Paul Wojcik is a CFA-designated registered investment advisor at Beofor Capital LLC, based in Ponce Inlet, FL, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable with each client based on a variety of factors, such as the amount of assets being managed, future deposits to the accounts under our management, the level and type of services provided, and/or the nature of the relationship with the client. Beofor Capital LLC, at its sole discretion, may reduce or waive fees for clients based upon certain criteria (i.e., the portfolio size, anticipated future contributions, amounts held in related accounts, negotiations with the client, and the complexity of the portfolio mandate).
Fee Estimator
Location
Ponce Inlet, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beofor Capital LLC
State Registrations2 states
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