Slavic Mutual Funds Management Corp

CRD#113833
Investment Advisor Firm

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Learn more about Slavic Mutual Funds Management Corp

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Slavic Mutual Funds Management Corp is located at 1075 Broken Sound Parkway Nw, Boca Raton, FL. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Slavic Mutual Funds Management Corp is not a registered broker-dealer.

    Slavic Mutual Funds Management Corp oversees $5.6 billion in assets under management across 1,098 accounts, all of which are discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The firm caters to retail investors and pension plans, with retail investors being the largest client type by accounts. The fee structure at Slavic Mutual Funds Management Corp includes asset-based and fixed fees.

    Slavic Mutual Funds Management Corp is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $5.6 billion

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    1075 Broken Sound Parkway Nw
    Boca Raton, FL 33487-3540

    Slavic Mutual Funds Management Corp by the Numbers

    Total Assets Under Management

    $5.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    17

    National Average: 64
    Total Number of Accounts

    1,098

    National Average: 375,227
    Average Account Size

    $5.1 million

    National Average: $23.0 thousand
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    Products and Services

    Slavic Mutual Funds Management Corp provides multiple services, which can include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. However, Slavic Mutual Funds Management Corp did not provide financial planning services to any of its clients in the prior fiscal year. It does not sell products or offer services other than investment advice to its investment advisory accounts.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Financial management fees usually vary depending on the services provided. Fees charged by Slavic Mutual Funds Management Corp likely include any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Slavic Mutual Funds Management Corp.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to retail investors and pension plans. Out of its 2 clients, Slavic Mutual Funds Management Corp's largest client group by number of accounts is pension plans.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 62.57%
    • Corporations - 37.43%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Slavic Mutual Funds Management Corp does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Slavic Mutual Funds Management Corp

    Gregory Madison
    Boca Raton, FL
    Patrick Moss
    Highland, MI
    Robert Walsh
    Boca Raton, FL
    Justin Yocum
    Boca Raton, FL
    Jennifer Kerr
    Boca Raton, FL
    John Shultz
    Boca Raton, FL
    David Slavic
    Boca Raton, FL
    Jasna Djurin
    Boca Raton, FL
    Jeffrey Dickerson
    Boca Raton, FL

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