Christopher Szydlowski is a CFA-designated registered investment advisor at Jlb & Associates INC, based in Plymouth, MI, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 304 clients with $850M 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 $200K | 1.00% |
| $200K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Fee schedule is not negotiable, other than for aggregating related assets for billing purposes.
Fee Estimator
Location
44670 Ann Arbor Rd, Ste 190, Plymouth, MI, 48170-4088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jlb & Associates INC
State Registrations2 states
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