Frederick Fadel CFP

25 Hamburg Street
East Aurora, NY 14052

Investing Time in Your Future

Fred Fadel CFP - Willink Asset Management | Financial Advisor in East Aurora ,NY

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.

23 Years of Experience



General Information
Firm Start Year:   2002
No.of Employees:   2-4
Name of Broker/Dealer:   None. The firm is an independent registered investment advisor
Name of Custodial Firm:   TD Ameritrade and others
States Licensed in:   NY and all states
Number of Years with Current Firm:   15
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 , Private Family Trusts , Individual Investors


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Consultant
Financial Organization Memberships:   Financial Planning Association (FPA)


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


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


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   350000
Compensation Methods:   Based on Assets , Hourly
Fee % Based on Assets:   .25% to 2%
Hourly Rate:   $125
Flat Fee Rate:   N/A
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
Minimum Fee Charged for Managed Accounts:   $3600
Minimum Fee Charged for Hourly Planning Accounts:   $125
Minimum Fee Charged for Flat Fee Accounts:   $1250


Board Positions
Organization:  Shea's Buffalo, WNY Jazz Inst St. Benedict Schl  Western NY
Position :  past member several Boards

Education
Undergraduate and Graduate Studies  - Planning and Finance  SUNY Buffalo - Buffalo NY
1967- 1979



FAQs

  • Do you have a customer satisfaction or refund policy? Clients who terminate services within a short time after retaining the firm may receive a full refund for planning work and a partial refund for ongoing investment management--calculated for each day of unearned service.
  • What are your qualifications? What is your education background? Graduate studies in City Planning and Finance. Service as the City of Buffalo NY's Planning Director and Development Commissioner. Twenty years in the financial services industry including the last twenty + as a financial planner and registered investment advisor or associate.
  • What is your approach to financial planning? Our planning sessions help clients to establish financial goals, consider priorities and trade offs, and test numerous planning "what ifs" under the stresses of market volatility and life events such as the loss of a job, an illness etc. This is typically done so that the results of different plans can be easily and quickly viewed on screen and side by side with other plans of action.
  • What services do you offer? Willink is one of few fee-only planning and investment firms in Western NY that markets primarily to middle income affluent clients. The firm offers planning and investment consultations and ongoing investment management.
  • How many clients do you currently manage? 60+ households and private trusts
see more

DISCLOSURE

Willink Asset Management LLC and Willink Financial LLC are separate legal entities with separate ownership. Willink Asset Management LLC and its principal do not accept commissions or referral fees with Willink Financial LLC Financial or any other broker. Willink Asset Management LLC and Willink Financial LLC together serve over $50 million in client assets.

Frederick Fadel CFP

Frederick Fadel CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, Retirement Management Analyst

Communities Served

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

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM

Compensation Arrangements

Check Money Order