Budak Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,259,000
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$89,929
About
Budak Financial Group provides personalized investment management and financial planning to individuals as well as to pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates on a fee-only basis and offers discretionary and non-discretionary portfolio management, comprehensive financial plans, and limited-scope hourly planning engagements to a small client base with approximately $1.2 million in assets under management.
The firm documents client goals and constraints through an initial Risk Tolerance Questionnaire and tailors portfolios accordingly, offering continuous supervision and rebalancing as client circumstances or market conditions change. Its analytical toolkit includes fundamental, technical, charting and cyclical analysis, and strategies disclosed in the brochure range from long-term buy-and-hold to shorter-term trading techniques, including option writing, margin transactions, short sales and futures where appropriate.
Noteworthy features include an explicit policy that Budak Financial is strictly fee-only with no commissions or product affiliations, and a proxy voting practice under which clients retain voting responsibility (the firm will provide recommendations on request). The firm also maintains a formal business continuity plan with daily off-site backups and a business continuation agreement with another advisory firm to address loss of key personnel, which is uncommon for firms of this size.
Client services
Expertise
Fee options
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
Main office location
Budak Financial Group, LLC
Highland Heights OH, United States
Number of offices
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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