Florek Financial, based in Duxbury, Massachusetts, offers wealth management services designed to integrate a client's overall financial situation. These services include investment management (both discretionary and non-discretionary), financial planning, tax planning, and tax compliance. Florek Financial tailors its services to individual client needs, establishing goals and objectives based on their circumstances, risk tolerance, and investment constraints.
Assets Under Management$510M
Clients96
Advisors2
Avg. per Client$5.3M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$18,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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