Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.50% annually, depending on complexity and assets managed. Financial planning is offered on an hourly basis (up to $500/hour) or a fixed fee. Retirement plan consulting fees can be based on a percentage of plan assets (up to 1.25% annually), hourly (up to $400/hour), or a flat rate. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
28 Corporate Drive, Suite 100, Clifton Park, NY, 12065
Get directionsRegulatory History
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.
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Harold is a financial professional doing business as Flex Financial Planning, focusing on investments and wealth management, dedicating full-time hours to this endeavor. He is also an investment adviser representative at The Patriot Financial Group, LLC, spending a few hours per week, some of which are during trading hours.