Wychick Investment Advisors offers investment advisory services tailored to each client's objectives. They evaluate various financial investments globally, considering stocks, bonds, alternative investments, and cash to create appropriate asset allocations. Wychick provides long-term strategic investment solutions with tactical considerations, balancing long-term plans with current market realities. They also offer financial planning services to discuss clients' financial situations and goals, creating investment strategies and asset allocation models.
Assets Under Management$33M
Clients104
Advisors2
Avg. per Client$320K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
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
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...