Richard Wojcik is a registered investment advisor at Nefpg, based in Burlington, MA, with 56 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 196 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K+ | 0.75% |
Fee schedule applies to IMPAC and Ambassador programs. Participants in these programs may be entitled to a discounted asset-based fee if they maintain one or more “Related Accounts” within this program.
Fee Estimator
Location
69 Winn Street, Burlington, MA, 01803
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
Richard works as an associate/employee for NEFPDG, LLC providing general support, dedicating about 10-20% of his time. He also works as an independent contractor for NEFPG, referring potential clients to a 401(k) sponsor, and is involved with New England Financial Planning Group in asset management, spending about 10-20% of his time on each.
Employment History
Current Registrations
Nefpg
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Investment Management & Research, INCBroker
Chubb Securities CorporationBroker
Security First Financial, INC.Broker
Travelers Equities Sales, INC.Broker
Westamerica Financial CorporationBroker
Independent Financial Planners CorporationBroker
Security Investment Services CORP.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.