Litvak Wealth, LLC

Litvak Wealth, LLC is a registered investment advisor founded in May 2014 and primarily owned by Litvak & Company LLC. The firm specializes in offering investment advisory services to individuals, high net worth individuals, personal trusts, and estates. Litvak acts as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides customized investment solutions through discretionary and non-discretionary investment management, focusing on long-term investment strategies. Clients have the opportunity to place reasonable restrictions on their portfolios, subject to acceptance by the advisor. Litvak primarily employs fundamental analysis in developing investment strategies and may recommend redistributing investment allocations to diversify portfolios. The firm's investment approach is long-term focused, but it may buy, sell, or re-allocate positions as needed. Litvak does not charge performance-based fees and does not manage proprietary investment funds. The firm's fee structure for investment advisory services is up to 1.50% annually, with fees varying based on the size and complexity of the client relationship. Litvak does not receive compensation for securities transactions and does not participate in soft dollar programs. The firm recommends Fidelity as a custodian for client accounts and does not engage in directed brokerage. Litvak has not experienced any disciplinary events, and its key personnel, including Ricardo Litvak, Juliana Fajardo, and Jeffrey Boris, have strong educational backgrounds and extensive experience in the financial industry. Litvak maintains a strict privacy policy to protect clients' personal information and only shares information for necessary business purposes. Clients can limit the sharing of their information and have the right to access and review the firm's privacy policy annually.