James Fydroski
James Fydroski is a CFP-designated registered investment advisor at Haas Financial Services INC, based in Commerce Twp, MI, with 15 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 32 clients with $4.4M 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 | 1.00% |
Asset Management Fees are NOT NEGOTIABLE. The minimum account size is $50,000 of assets under management, which equates to an annual fee of $500. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management.
Fee Estimator
Location
Commerce Twp, MI
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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
James is the treasurer for the Rotary Club of Milford, MI since 1999 and editor of the Michigan Nut Growers Newsletter since 1991. He is also a Vice President and owner of Haas Financial Products, Inc., a registered broker dealer, and is licensed to sell annuity, life, health, accident and disability insurance products.
Employment History
Current Registrations
Haas Financial Services INC
State Registrations1 state
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