Michael Porzucek
Michael Porzucek is a ChFC-designated registered investment advisor at Independent Financial Partners, based in Fayettville, NY, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
Fayettville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a co-owner/general partner in Watertree Holdings, managing real estate rental properties, dedicating minimal time. He is also an agent for The Specific Solutions Group and Pinnacle, supporting fixed insurance products and annuities, spending a few hours per week in total.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
Previous Registrations
Key Investment Services LLCBroker
Mcdonald Investments INC.Broker
M&t Securities, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Nathan & Lewis Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations6 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.