Wojciech Wojcik is a registered investment advisor at Performance Wealth, based in Hinsdale, IL, with 2 years of industry experience. Wojciech operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 953 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Performance Wealth charges a percentage of your portfolio each year for wealth management services. The fees range from 0.75% to 2.00% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance. The firm may negotiate fees for certain accounts or holdings.
Location
36 E. Hinsdale Ave, Hinsdale, IL, 60521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wojciech is the president of Soccer Sessions Inc., a personal training company, where he provides soccer training in a non-compensated position. This activity takes minimal time.
Employment History
Current Registrations
Performance Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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