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Slavic Wealth Management, Inc.

Headquartered in BOCA RATON, FL

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Firm Information

Slavic Wealth Management, Inc. is a Registered Investment Advisor based in Boca Raton, Florida. The firm primarily provides financial planning and portfolio management services for individuals and businesses. Slavic Wealth Management, Inc. also selects other advisors for its clients. The firm has one investment advisor representative, four investment advisory function employees and four advisor representatives for other investment advisors.

Slavic Wealth Management, Inc.

1075 BROKEN SOUND PARKWAY NW

BOCA RATON, FL 33487

Not reported

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Disclosures

There are no public disclosures for Slavic Wealth Management, Inc..

Frequently Asked Questions (7)

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