Wojick Capital Management is an independent registered investment advisor founded by Matthew Wojick, offering personalized investment management and financial planning services. The firm builds customized portfolios and provides non-discretionary asset management, meaning every trade requires client approval. In addition to managing investments, Wojick Capital Management prepares comprehensive financial plans covering retirement strategies, cash flow analysis, tax reduction strategies, risk management, and estate preservation. The firm also offers targeted portfolio development and design services. Wojick Capital Management primarily works with individuals and high net worth individuals, focusing on tailored strategies to match each client's specific goals, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fixed income and interest-bearing accounts are charged at a lower rate of 0.25% annually. All other assets are charged at 1.00% annually.