Budak Financial Group offers investment management and financial planning services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. Budak Financial Group is a fee-only firm and does not receive commissions.
Assets Under Management$1.2M
Clients16
Advisors1
Avg. per Client$76K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
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.
Loading...