John Slavic
John Slavic is a registered investment advisor at Slavic Mutual Funds Management CORP., based in Boca Raton, FL, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 737 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Slavic Mutual Funds Management Corporation (SMF) offers investment management services with fees that vary depending on the type of account:
- Pre-Allocated Portfolios (Qualified Retirement Plans): 0.35% of the value of the assets in the managed portfolio, deducted quarterly.
- Bespoke (Qualified Retirement Plans): 0.35% of the value of the assets in the managed portfolio, deducted quarterly.
- Slavic Wealth Management Services (Including individual IRAs): Fees range from 0.40% to 0.75% for wealth management and individual retirement accounts. See the wrap fee brochure for a description of the fees charged and the costs incurred.
Location
1075 Broken Sound Parkway Nw, Suite 100, Boca Raton, FL, 33487-3540
Get directionsHistory
Regulatory History (1)
Regulatory
March 1998Other Business Activities
John is an officer/owner of several businesses, including Slavic Mutual Funds Management Corporation (a registered investment advisor, taking about a quarter of his time), Slavic Integrated Administration Inc (third party 401(k) plan administration, dedicating a few hours per week), Slavic Renewable Resources LLC (vacant land and timber harvesting, dedicating a few hours per week), 1075 NW Broken Sound Parkway LLC (commercial real estate holding, dedicating a few hours per week), and Eagle Aviation LLC (owns a private plane, dedicating a few hours per week). The first business is investment-related.
Employment History
Current Registrations
Slavic Mutual Funds Management CORP.
Previous Registrations
Slavic Mutual Funds Management CORP.
Slavic Investment CorporationBroker
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.