Christopher Jurkiewicz manages client investment portfolios on a discretionary basis, charging a fee based on the value of your portfolio. The firm also offers financial planning services for an hourly fee. The investment philosophy focuses on tax-efficient management, effective personal service, and long-term investing. The firm uses various methods of analysis, including charting, fundamental, technical, and cyclical analysis.
Assets Under Management$12M
Clients50
AdvisorsN/A
Avg. per Client$250K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is 2% for domestic clients, 3% for international clients, and 4% for special cases. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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