Cory Slovik
Cory Slovik is a registered investment advisor at Innovative Family Office LLC, based in Park Ridge, NJ, with 21 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 25 clients with $22M 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 ranges up to 1.50% of assets under management. The firm may also negotiate other fee schedules, such as an annual fixed fee or a tiered fee schedule. For all investments in Unaffiliated Private Funds, the management fee is set at a flat rate of 1.00% of assets under management.
Fee Estimator
Location
Park Ridge, NJ
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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
Cory is a licensed insurance agent, but only practices when specifically requested by a client. This activity requires minimal time commitment.
Employment History
Current Registrations
Innovative Family Office LLC
Previous Registrations
Phx Financial, INC.Broker
Empire Financial Management Company, LLC
Empire Asset Management CompanyBroker
National Securities CorporationBroker
Milestone Group Management 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.