Advisor at Jfr Financial Services, Inc.
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
Jfr Financial Services, Inc.
Location
Trenton, MI 48183
Credentials
Series 63, Series 66
Industry experience
31 years
Craig Sawicki is a financial advisor at Jfr Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LaSalle St Securities and LPL Financial prior to his current firm. In addition to advisory services, he is involved in income tax preparation through Jfr Financial Services. Jfr Financial Services primarily serves individual and high-net-worth clients, offering modular financial planning, investment management, educational seminars, and a client newsletter. The firm manages approximately $277 million on a discretionary basis and emphasizes fundamental, long-term analysis tailored to clients’ goals and risk tolerances.
Based on Jfr Financial Services, Inc.
Based on Jfr Financial Services, Inc.
Basic Financial Profile fixed fee of $700; Comprehensive Financial Planning project fee minimum $900
$0 - $300,000: 0.90% annually $300,001 - $900,000: 0.70% annually $900,001 - $3,000,000: 0.50% annually $3,000,001+: 0.30% annually
Hourly rates for financial planning and consultations range from $75 to $500 per hour
Account minimum: $900 minimum fee for comprehensive financial planning services Minimum fee: Minimum fee of $900 for comprehensive financial planning services Fee-only: Financial planning services charged as fixed/project fees and hourly rates; no commissions on advisory accounts
3133 Van Horn
Trenton, MI 48183
Michigan
LaSalle St Securities
2021 - Present (5 years)
LPL Financial
2009 - 2021 (12 years)
Jfr Financial Services, Inc.
2002 - Present (24 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.
Series 63, Series 66
Trenton, MI
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Southgate, MI
Worldwide Capital Advisors, LLC
CFA®, Series 63
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Affinity Financial Advisory
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