Stephen Jahelka is a CFA-designated registered investment advisor at Dsj Wealth Management LLC, based in Westbury, NY, with 3 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
DSJ Wealth Management offers investment management services for a fee based on the value of your portfolio. This fee ranges from 0.25% to 1.50% per year. The annual fee is calculated each quarter, in advance, based on the value of your investments. The fee includes the fees charged by the independent investment manager they recommend. DSJWM may negotiate a different fee for certain assets, like those held outside of your main account or alternative investments.
Location
1400 Old Country Road, Suite 310E, Westbury, NY, 11590
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dsj Wealth Management LLC
State Registrations1 state
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