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Dan orlovsky,CFP,AEP,RICP  

291 Woodhurst drive - Ponte vedra, FL 32081

Dan Orlovsky - 203-521-3723  



Services
Employee Benefit Plans Consulting Services
Financial Advisors - Asset Management
Financial Planning & Investment Advice
Retirement Planning & IRAs

Licenses
CFP,6,7,66

Insurance
Life,Disability, Long term care

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How We Charge For Our Services
Financial Advisors - Asset Management
- 1.50 to 3.00 percent of investments purchased
- 10.00 to 20.00 percent of assets under management
- $250.00 to $400.00 hourly rate
Depending on the scope of the engagement is it tactical or strategic will depend on pricing

* All information in this profile, including licensing, has been provided by Dan orlovsky,CFP,AEP,RICP. This information is not verified by ProMatcher.

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