Drazga Wealth Advisors offers customized investment advice and comprehensive financial planning. Services include discretionary and non-discretionary account management, retirement planning, income planning, estate planning, cash flow analysis, and insurance analysis. The firm selects investments such as mutual funds, ETFs, CDs, REITs, fixed income, and individual securities.
Assets Under Management$65M
Clients65
Advisors1
Avg. per Client$1M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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