Baczkowski & Company offers investment advice to individuals, managing their accounts with the authority to make trades without asking them first. When opening an account, Baczkowski & Company discusses your financial goals and then directs investments into growth, income, or a combination of both, based on your preferences. You can change your goals or place restrictions on the types of investments at any time.
Assets Under Management$1.5M
Clients8
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The 2% fee is negotiable based on size of account, anticipated transaction level, expressed portfolio goals, total client financial condition, etc.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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