Anthony Budak is a registered investment advisor at Budak Financial Group, LLC, based in Olmsted Falls, OH, with 24 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 16 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Budak Financial Group offers investment management services where they make investment decisions for you. The annual fee ranges from 1% to 3% of your portfolio's value, with most clients falling into the 1.5% to 1.75% range. This fee is billed quarterly, based on the average value of your portfolio over the previous three months. There is a $500 minimum annual charge.
Location
Olmsted Falls, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Budak Financial Group, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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