Wojick Capital Management provides investment management and financial planning services to individuals. For investment management, Wojick Capital Management will determine the securities to be bought or sold, but will obtain client approval before executing any transactions. Financial planning services include full financial plans and portfolio development and design.
Assets Under Management$4.9M
Clients8
Advisors1
Avg. per Client$610K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fixed income and interest bearing securities are charged 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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