Dvorchak & Associates offers financial planning and investment management services. Financial planning includes reviewing and recommending strategies for businesses, personal finances, estates, taxes, and retirement. For investment management, client funds are held at Interactive Brokers or managed by a third-party through USA Financial Exchange LLC. Investment recommendations are based on client questionnaires and risk tolerance.
Assets Under Management$4.6M
Clients14
Advisors1
Avg. per Client$330K
Avg. per Advisor$4.6M
Fee Structure
Investment management only (planning not offered)
Dvorchak & Associates offers investment management services where fees are negotiable and range from 0.10% to 1.50% of the value of your portfolio. Fees are charged after the service has been provided. Transaction fees may also be charged by the brokerage company.
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