ALGOTECH FINANCIAL LLC

Overview

Algotech Financial LLC operates as a limited liability company focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm emphasizes educational initiatives, offering seminars and workshops to enhance client understanding of financial matters. The fee structure includes a mix of percentage-based fees on assets under management, fixed fees, and performance-based fees, allowing for flexibility in client engagements. While the firm does not actively pursue ESG investments, it maintains a straightforward approach to wealth management without the complexities of being a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices