JH
JH
Jeffrey Husarek
3 Years of Experience
Williamsville, NY
2 Disclosures
Jeffrey Husarek is a registered investment advisor at Buffalo First Wealth Management, LLC, based in Williamsville, NY, with 3 years of industry experience. Jeffrey 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, High Net Worth, and 4 more. Their firm serves 583 clients with $92M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
583 clients
Average Client Portfolio
$157K average
Assets Under Management
$91.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7606 Transit Rd, Suite 100, Williamsville, NY, 14221
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
November 2020Regulatory
October 2020Final
Employment History
Current Registrations
Buffalo First Wealth Management, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Equitable Advisors, LLCBroker
September 2020 - December 2020 · 3 mos
State Registrations1 state
NY
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.