Advisor at Drazga Wealth Advisors, LLC
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Firm
Drazga Wealth Advisors, LLC
Location
Wexford, PA 15090-9227
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Patrick Drazga is the principal of Drazga Wealth Advisors, LLC in Wexford, PA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience and has led his independent firm since 2009. Drazga maintains his life and health insurance licenses and is able to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm’s investment approach centers on asset allocation with strategic and tactical adjustments, offering customized portfolios that may include mutual funds, ETFs, REITs, fixed income, and individual securities, supported by ongoing monitoring and institutional research.
Based on Drazga Wealth Advisors, LLC
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.9% annually $2,000,001 - $3,000,000: 0.8% annually $3,000,001 - $4,000,000: 0.7% annually $4,000,001 - $5,000,000: 0.6% annually $5,000,001+: 0.5% annually
Less than 1% of revenue from commissions on insurance product sales; no commissions received from securities transactions
$100 to $200 per hour depending on personnel and complexity; advisor rate $150 to $200 per hour; clerks $100 to $125 per hour; assistants $100 to $110 per hour
Account minimum: $500,000
9500 Brooktree Road, Suite 302
Wexford, PA 15090-9227
Pennsylvania · Texas
Drazga Wealth Advisors, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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