Theodore
Fadel
Willink Asset Management LLC
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About this Advisor
Theodore Fadel is a financial advisor based in East Aurora, New York, working with Willink Asset Management LLC. Theodore has previously held positions at Kokjer, Pierotti, Maiocco & Duck, Llp, Willink Asset Management LLC, and Phillips Brooks Cpa. Theodore is registered to provide services in New York. Currently, Theodore is part of Willink Asset Management LLC, which operates out of East Aurora, New York. The firm has 3 employees and manages assets totaling $47.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Willink Asset Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Willink Asset Management LLC Brokerage Details
$47,227,165
3
125
$377,817
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Theodore Fadel Work History
Phillips Brooks Cpa
Willink Asset Management LLC
Willink Asset Management LLC
Kokjer, Pierotti, Maiocco & Duck, Llp
Disclosures
Please visit the SEC profile of Theodore Fadel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Willink Asset Management LLC
East Aurora, NY
East Aurora, NY
East Aurora, NY
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