Robert Florek is a CFP-designated registered investment advisor at Florek Financial, LLC, based in Duxbury, MA, with 22 years of industry experience. Robert 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a sole proprietor providing tax preparation services since 2006. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Florek Financial, LLC
Previous Registrations
Rinet Company, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.