Bogdanovich Wealth Management Pllc

Bogdanovich Wealth Management PLLC is a Washington state professional limited liability company established in January 2008 by Jeffrey J. Bogdanovich, a Certified Public Accountant (CPA) with 25 years of experience as a registered investment advisor. The firm specializes in providing tailored advisory services to individuals, owner-dominated pension and profit sharing plans, family trusts, and estates. Clients have the flexibility to impose restrictions on investing in certain securities. The firm manages client assets totaling $270,864,590 as of December 31, 2023, all on a discretionary basis. Fees for advisory services are charged as a percentage of assets under management, ranging from 0.20% to 0.90% annually, billed quarterly in arrears. Clients may incur trading costs at their custodian, but the firm does not receive any portion of such commissions or fees. Bogdanovich Wealth Management does not accept performance-based fees and primarily provides investment advice to individuals with no minimum account size requirement. The firm's investment strategy focuses on building structured portfolios using evidence-based investing principles to optimize returns. Bogdanovich Wealth Management acts as a fiduciary, ensuring that client interests are prioritized. Clients grant the firm investment discretion, allowing it to determine asset class selection, pricing, and timing of transactions without prior approval. The firm does not vote proxies on behalf of clients and maintains all client assets at qualified custodians.