Florek Financial, LLC
Assets Under Management
$432.0M
Number of Clients
96
Number of Advisors
2
Average Client AUM
$4.5M
AUM per Advisor
$216.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Florek Financial, LLC is a registered investment advisor providing customized wealth management services. These services include discretionary and non-discretionary investment management, financial planning, tax planning, and tax compliance. The firm primarily uses mutual funds and ETFs in client portfolios and tailors strategies to individual client needs.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.60% |
Fee Estimator
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.
Areas of Practice
Location
46 Railroad Avenue, Suite 201, Duxbury, MA, 02332