Pysnik Financial, LLC offers investment advice and financial planning to individuals and other clients. As a fiduciary, Pysnik Financial aims to understand clients' financial goals, risk tolerance, and time horizons. Services include asset management, creating tailored portfolios with various securities, and financial planning covering investment, retirement, estate, tax, and other areas. Pysnik Financial may use third-party investment advisors to implement investment portfolios.
Assets Under Management$39M
Clients53
Advisors2
Avg. per Client$730K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The maximum annual fee charged for asset management services will not exceed 1.75% of the assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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