Czurak Wealth Management offers investment advisory services to individuals, high net worth individuals, and businesses. Their services include comprehensive portfolio management, which includes financial planning and consulting, and retirement plan consulting for employer plan sponsors. Czurak Wealth Management utilizes third-party investment advisory firms or individual advisors to aid in the implementation of an investment portfolio. They also offer a service for accounts not directly held in their custody, leveraging an Order Management System to implement tax-efficient asset location and opportunistic rebalancing strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee charged for Comprehensive Portfolio Management. Fees are negotiable. For clients utilizing third-party managers, the maximum annual fee is 1.50%.