AA
AA
Anthony Azrak
15 Years of Experience
Boynton Beach, FL
1 Disclosure
Anthony Azrak is a registered investment advisor at Fresh Lake Wealth Management LLC, based in Boynton Beach, FL, with 15 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $860K in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$143K average
Assets Under Management
$860K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.5M | 1.75% |
| $1.5M - $3.0M | 1.50% |
| $3.0M - $4.5M | 1.25% |
| $4.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Boynton Beach, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2009Other Business Activities
Anthony is the managing member of Annie's Transportation LLC, a transportation company.
Employment History
Current Registrations
Fresh Lake Wealth Management LLC
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Morgan Stanley Smith Barney LLC
August 2010 - October 2011 · 1 yr 2 mos
State Registrations2 states
FLNY
Advisor
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.
Exams
No exam information available for this advisor.