Paul Daniel Furcinito

Florek Financial, LLC

14 Years of Experience

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Firm Information

Florek Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

2 advisors

Number of Clients

96 clients

Average Client Portfolio

$4.5M average

Assets Under Management

$432.0M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$12,000

The firm is compensated for investment management services based on assets under management and the extent of tax and financial/wealth planning services desired. Fees are paid quarterly in arrears and are negotiable. The firm charges a minimum annual fee of $12,000 or $3,000 per quarter. Fees for financial planning and tax compliance for clients who do not use the Advisor for investment advisory services are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

46 Railroad Avenue, Suite 201, Duxbury, MA, 02332

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.