Advisor at Budak Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Budak Financial Group, LLC
Location
Olmsted Falls, OH
Credentials
Series 63, Series 65
Industry experience
24 years
Anthony Budak is the principal advisor at Budak Financial Group, LLC, an independent firm based in Olmsted Falls, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2007, he has been affiliated with Budak Financial Group, Karl & Smith, LLC, and Anthony J. Smith Agency. Budak Financial Group provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, offering both discretionary and non-discretionary portfolio management tailored through risk tolerance assessments and using a variety of analytical strategies ranging from long-term buy-and-hold to shorter-term trading techniques.
Based on Budak Financial Group, LLC
Financial planning fees generally range from $500 to $10,000, negotiable depending on complexity and scope
Hourly rate of $175 per hour for limited scope financial planning and follow-on implementation work
Account minimum: $50,000 minimum account size to participate in portfolio management services; minimum annual charge of $500; minimum may be waived at firm's discretion Minimum fee: Minimum annual charge of $500 Fee-only: Fees are negotiable; Advisory Service Agreement fees range from 1% to 3%, majority between 1.5% to 1.75%, based on percentage of assets under management
Olmsted Falls, OH
Ohio
Budak Financial Group, LLC
2007 - Present (19 years)
Karl & Smith, LLC
2007 - Present (19 years)
Anthony J.. Smith Agency
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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