Brian L Yurek is a Certified Financial Planner who offers tax, retirement, and estate planning services through Yurek Cassedy, Inc., an accounting firm. He refers clients to a third-party advisor for investment management and advice. Brian L Yurek does not provide specific investment advice himself, but relies on the third-party advisor's expertise. He receives a portion of the fees collected by the third-party advisor.
Fee Structure
Brian L Yurek does not provide investment advice directly. Instead, he refers clients to a third-party advisor (Morgan Stanley Smith Barney) for investment services. The fees for investment services are paid directly to the third-party advisor, and Brian L Yurek receives a portion of those fees. He has no control over the fees charged by the third-party advisor.