Paul Furcinito is a registered investment advisor at Florek Financial, LLC, based in Duxbury, MA, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 96 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees may be negotiable at the discretion of the Advisor. Clients may be charged a fee that is different from the minimum fee or fee schedule.
Fee Estimator
Location
46 Railroad Avenue, Suite 201, Duxbury, MA, 02332
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Florek Financial, LLC
State Registrations1 state
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