Sikorski Wealth Management offers investment management and financial planning services to individuals and other clients. Sikorski will meet with clients to understand their financial situation, goals, and risk tolerance. Based on this information, Sikorski will create an investment approach using stocks, bonds, ETFs, options, mutual funds, and other securities. Portfolios are monitored and rebalanced as needed. Sikorski also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Sikorski Wealth Management offers comprehensive portfolio management services. The annual fee for this service will not exceed 1.20%. The fee is calculated monthly based on the average daily value of your account. Fees are negotiable and will be deducted from your account. In rare cases, Sikorski Wealth Management will agree to directly invoice you.