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
Florek Financial, LLC provides customized wealth management services integrating investment, tax, retirement, and estate planning needs. Services include discretionary and non-discretionary investment management, financial planning, and tax compliance. Investment strategy is primarily long-term focused, using mutual funds and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.60% |
Fees may be negotiable at the discretion of the Advisor.
46 Railroad Avenue, Suite 201, Duxbury, MA, 02332