Ric Komarek, operating as NorCal Financial Planning, offers financial planning, consulting, and investment advice. Ric aims to help individuals, families, and business owners make informed financial decisions by creating personalized financial plans. Investment advice is provided on a non-discretionary basis, meaning Ric consults with clients before making any trades. Ric also receives compensation from Fispoke for offering cash and lending management solutions, which presents a conflict of interest that is mitigated through disclosures and reviews.
Assets Under Management$26M
Clients100
Advisors1
Avg. per Client$260K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are generally negotiable. Ric Komarek also receives compensation from Fispoke equal to 0.25% annually of any client assets held or utilized through Fispoke's programs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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