Michael Babyak
Michael Babyak is a registered investment advisor at Precision Financial Services, based in Mine Hill, NJ, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 528 clients with $440M 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 | 1.50% |
Annual fee is negotiable up to 1.50% of assets under management. Available on a wrap or non-wrap fee basis.
Fee Estimator
Location
350 Route 46, Mine Hill, NJ, 07803
Get directionsHistory
Regulatory History (4)
Regulatory
October 2016Employment Separation After Allegations
November 2015Customer Dispute
April 2009Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Michael is the owner of Precision Financial Services Inc., a non-variable fixed insurance business, since 1998. He also owns BV Realty LLC, a real estate rental business, and spends minimal time on it, and is a member of Northfield Development, a real estate development company, spending about 5% of his time on it.
Employment History
Current Registrations
Precision Financial Services
Previous Registrations
Leigh Baldwin & CO., LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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
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