Dwojeski, John J

Fee-Only (% of Portfolio)

John J. Dwojeski is a small independent registered investment advisor owned and operated solely by John J. Dwojeski, with offices in Florida and New York. The firm focuses on managing client investment portfolios using a conservative strategy based on fundamental research of stocks, bonds, mutual funds, exchange-traded funds, and options. John J. Dwojeski tailors investment strategies to each client's specific personal situation, financial goals, and risk tolerance, and allows clients to place restrictions on certain types of investments. The firm emphasizes long-term relationships and low portfolio turnover to help minimize unnecessary transaction costs and taxes. John J. Dwojeski primarily serves individual investors, including high-net-worth individuals, without imposing any minimum account size requirements.

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 ValueAnnual Fee
Any1.50%

The annual fee of 1.50% is negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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