Wychick Investment Advisors offers investment management and financial planning services tailored to each client's objectives. They evaluate various investments globally, including stocks, bonds, and alternative investments, to create suitable portfolios. Wychick balances long-term strategies with short-term market considerations. They also offer wealth management services like investment planning, retirement planning, estate planning, and education planning.
Assets Under Management$150M
Clients66
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$73M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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