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Featured Business Financial Advisor in East Aurora, NY
East Aurora Financial Advisors
Fred Fadel CFP - Willink Asset Management
25 Hamburg Street
East Aurora, NY 14052
“Investing Time in Your Future”
Advisor Profile
Frederick Fadel CFP
Name:  Frederick Fadel CFP
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About Fred Fadel CFP - Willink Asset Management

We are one of Western New York's few fee-only advisor firms and
offer both planning and investment management services.

Building trust starts with no hidden conflicts of interest that
would put our business goals ahead of your financial goals.

Willink makes it easy for you to assess the benefits that our
firm will bring to your situation

Transparent and competitive fees help make you an informed
consumer.

Clients served are primarily retirees, those planning for
retirement within ten years, and private family trusts. A new
program is designed to serve young investors years away from
retirement.
 

General Information

Number of Years with Current Firm:    15
Years of Experience in Financial Services:    23
Name of Custodial Firm:    TD Ameritrade and others
Name of Broker/Dealer:    None. The firm is an independent registered investment advisor
Gender:    Male
States Willing to do Business in:    Akron,Alden,Angola,Arcade,Batavia,Bliss,Boston,Bowmansville,Buffalo,Chaffee,Clarence,Clarence Center,Colden,Darien Center,Delevan,Depew,East Amherst,Elma,Getzville,Hamburg,Holland,Java Center,Java Village,Lake View,Lancaster,Marilla,North Java,North Tonawanda,Orchard Park,South Wales,Springville,Strykersville,Tonawanda,Warsaw,West Falls,Western and Central NY and all states
I work with the following types of clients:    Private Family Trusts, Individual Investors
Work Experience:    25 years in public and private finance including appointments as the City of Buffalo City Planning Director and Development Commissioner; plus experience as a former licensed stock and bond broker; and knowledgeable about life insurance and annuities.
I work with the following types of clients:    Businesses
States Licensed in:    NY and all states
Firm CRD#:    117622
CRD#:    2003217
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At my office
Investment Types:    Accomodate annuity owners on non-commission basis, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Consultant
Securities Licenses:    former Series 7, Series 63
Certifications, Accreditations & Designations:    Retirement Management Analyst, CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Assets Managed by Advisor:    $30,000,000
Firm's Number of Managed Clients:    60
Firm's Number of Planning Clients:    55
Firm's Number of Clients:    65
Advisor's Number of Planning Clients:    60
Advisor's Number of Managed Clients:    66
Advisor's Number of Clients:    66
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Fee Charged for Flat Fee Accounts:    $1250
Minimum Fee Charged for Hourly Planning Accounts:    $125
Minimum Fee Charged for Managed Accounts:    $3600
Additional Details on Charges:    Clients for whom ongoing investment management services will be provided, are charged the lesser of an fixed annual retainer; or a percentage of assets until the amount of the fixed retainer is reached. Prospective clients receive a cost and tax analysis of both the current (if any) and the proposed portfolio
Flat Fee Rate:    N/A
Hourly Rate:    $125
Fee % Based on Assets:    .25% to 2%
Compensation Methods:    Based on Assets, Hourly
Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    350000
 
 
 

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