Floyd Ozeck is a registered investment advisor at Fao Wealth INC, based in Boynton Beach, FL, with 24 years of industry experience. Floyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Boynton Beach, FL
Get directionsHistory
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 Activities
Floyd works as a certified public accountant at Floyd Ozeck & Co. P.C. full-time and as an investment advisor agent with Cooper Financial Services about 10-20% of his time.
Employment History
Current Registrations
Fao Wealth INC
Previous Registrations
Cfs Securities, INC.Broker
Cooper Financial Services, INC.
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.