Fleck Jurenka Wealth Management acts as a referral service, connecting individuals and high-net-worth clients with an independent investment advisor, Barker Wealth Management. Fleck Jurenka Wealth Management meets with clients to discuss their investment needs and goals, and then recommends whether they should engage Barker Wealth Management to manage their portfolios. Once a client signs with Barker Wealth Management, that firm takes over primary management and ongoing oversight of the investments. Fleck Jurenka Wealth Management does not directly manage any client money or make individual investment recommendations. Additionally, the firm's principals are Certified Public Accountants who operate an affiliated accounting practice, offering tax and financial services.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.