Advisor at Hawk Capital Management LLC
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Firm
Hawk Capital Management LLC
Location
Millbury, MA
Credentials
Series 66
Industry experience
12 years
Jason Burack is a financial advisor at Hawk Capital Management LLC in Millbury, MA, holding a Series 66 designation with 12 years of industry experience. He has been with Hawk Capital Management since 2014. Hawk Capital Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, families, trusts, and client-owned businesses. The firm employs a research-driven, fundamentally oriented investment approach focused on concentrated, long-only U.S. equity portfolios, incorporating strategies such as discounted cash flow analysis, leverage, options, and short-selling.
Based on Hawk Capital Management LLC
Based on Hawk Capital Management LLC
Standalone financial planning fees typically $1,000 to $10,000 depending on scope and complexity
$0 - /No limit: 2.00% annually (Core Strategy or Direct Indexing Strategy) $0 - /No limit: 0.50% annually (Asset Allocation Strategy)
Ongoing financial planning services typically $1,000 to $10,000 annually billed monthly in advance
Millbury, MA
Massachusetts · Pennsylvania
Hawk Capital Management, LLC
2017 - Present (9 years)
Hawk Capital Management, LLC
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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