Naworski Investments, LLC is an investment advisory firm managed by David Naworski. The firm manages six different investment portfolios including taxable stocks, non-taxable stocks, high dividend stocks, select stocks, asset allocation (ETFs and mutual funds), and fixed income (mutual funds and ETFs). The proportion of each portfolio depends on the client's needs, goals, and risk tolerance. Naworski Investments has full discretion over investment decisions. Clients cannot impose restrictions on investments unless required by law.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.0% per year for Stocks Taxable, Stocks Nontaxable, High Dividend Stock, and Select Stocks portfolios. 0.80% per year for the Asset Allocation portfolio. 0.40% per year for the Fixed Income portfolio. All fees are negotiable.