Safranek & Associates provides ongoing investment management based on your individual goals and risk tolerance. Services include investment strategy, asset allocation, and portfolio monitoring. Safranek & Associates also offers financial planning covering life insurance, taxes, retirement, college, and debt/credit planning. The firm requests authority to make trades without asking you first.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $8.0M | 0.50% |
| $8.0M - $23.0M | 0.30% |
| $23M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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