Fee Structure — How We Are Compensated

As a fee-only Registered Investment Adviser, we do not receive any commissions or sales bonuses for our work. We will not accept any financial support or gifts and entertainment from any investment product manufacturers.

At Kondracki Advisory, LLC, our compensation comes directly from our clients in the form of an annual management fee. This fee is currently 85 basis points annually (.0085 of assets managed), paid quarterly (.00213). As an example, on a $100,000 investment, we will earn approximately $850.00 per year for our work. As investments appreciate, we earn more. If investments were to lose value, we earn less.  For investment accounts above $500,000, the management fee is reduced to 75 basis points annually.

We invest directly in individual common stocks for our clients’ accounts. There are no additional mutual fund fees, wrap fees or third party management fees that can erode investor returns. It is our belief that the lower the cost to invest, the more money you will keep in your account.