Wojick Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wojick Capital Management provides ongoing investment advisory services and financial planning primarily to individual and high-net-worth clients. The firm delivers written financial plans and portfolio design recommendations in addition to ongoing portfolio management and charges advisory fees based on assets under management alongside fixed-fee planning engagements.
The firm follows a non-discretionary model for asset management: it determines securities and recommended transactions but obtains client approval before executing trades. Investment work draws on fundamental and cyclical analysis, with periodic (quarterly) account reviews and custodial relationships used to hold client assets.
What distinguishes the firm is the concentration of reported assets under non-discretionary management — nearly all of its disclosed $4.9 million in client assets are managed with client approval required for each trade, across a small number of client relationships. The adviser is also licensed to sell insurance but the brochure explicitly discloses that insurance products will not be offered to clients, a disclosure intended to address that potential conflict of interest.
Client services
Expertise
Fee options
Full Financial Plan - $500; Portfolio Development and Design - $250
$0+: 1.00% annually (All other assets) $0+: 0.25% annually (Fixed income and interest bearing accounts)
Main office
Zumbrota MN
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Wojick Capital Management · Wojick, Matthew · Wojick, Matthew Paul
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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