Edward Kriczky is a registered investment advisor at Kriczky Wealth Management LLC, based in Downingtown, PA, with 2 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 13 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Location
Downingtown, PA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Edward works as a Propulsion Design Engineer at Belcan, LLC since January 2025. This non-investment related activity takes up a full-time commitment, with 108 hours occurring during trading hours.
Employment History
Current Registrations
Kriczky Wealth Management LLC
State Registrations2 states
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