Justin Forik

7 Years of Experience

Chester, NJ

1 Disclosure

Justin Forik is a registered investment advisor at Personal Cfo Solutions LLC, based in Chester, NJ, with 7 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 611 clients with $1.4B in assets under management.

Personal Cfo Solutions LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

611 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$1.4B

Fee Structure

Investment management only (planning not offered)

Personal CFO Solutions offers discretionary portfolio management services. The annual fee is a percentage of the value of your portfolio: 0.5%, 0.75%, or 1%. The specific percentage is negotiable. Fees are deducted from your account quarterly. As an alternative, Personal CFO may recommend independent investment managers, who charge separate fees.

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Location

384 Main Street, Chester, NJ, 07930-2528

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History

Regulatory History (1)

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Criminal

January 2009

Final Disposition

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Employment History

Current Registrations

Personal Cfo Solutions LLC

April 2018 - Present · 8 yrs

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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