John J Dwojeski is a registered investment advisor specializing in managing client portfolios. He considers clients' financial situations, including employment status, cash reserves, retirement accounts, age, retirement date, and risk tolerance, to develop appropriate investment strategies. He monitors and adjusts portfolios accordingly, using stocks, bonds, mutual funds (including ETFs), government securities, and options.
Assets Under Management$4.2M
Clients7
AdvisorsN/A
Avg. per Client$600K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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