Paul Wojcik
Advisor at Beofor Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Paul Wojcik is a CFA® charterholder with over three years of industry experience. He currently serves as the sole advisor at Beofor Capital LLC, where he has worked since 2019. His prior experience includes a long tenure at T. Rowe Price Associates, Inc. from 1996 to 2019, and a role at Impact Investment Exchange PTE, LTD in 2023. Beofor Capital provides discretionary and non-discretionary investment management and standalone financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach with diversified portfolios across public and private markets, incorporating derivatives and leverage when appropriate, and offers tailored advice including retirement rollovers and private investment opportunities.
Expertise
Based on Beofor Capital LLC
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Financial planning flat fees ranging from $500 to $1,500
1.0% annually (maximum rate)
Account minimum: No minimum (Beofor Capital does not require a minimum account balance for investment management services, but may impose one at its discretion) Fee-only: Financial planning fees charged as a flat fee ranging from $500 to $1,500, negotiated based on client needs
Location
Ponce Inlet, FL
Most active in
Paul W has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland
Work history
Impact Investment Exchange PTE, LTD
2023 - 2023 (1 year)
Beofor Capital LLC
2019 - Present (7 years)
T. Rowe Price Associates, Inc.
1996 - 2019 (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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