RIC KOMAREK, CFP

Overview

RIC Komarek, Cfp operates as a small, independent registered investment adviser run as a sole proprietorship that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines financial planning with portfolio management for individuals and small businesses. It also functions as an insurance broker and provides educational workshops and selection-of-adviser services, which suggests a client advisory model that mixes do-it-with-me planning and referrals to outside specialists. Investment positioning is equity‑tilted: the firm prefers exchange‑traded equities as its primary asset class and uses separately managed account structures alongside third‑party managers. RIC Komarek, Cfp identifies as a capital allocator, meaning it places assets with external managers where appropriate rather than relying solely on in‑house model portfolios. The adviser generally manages client relationships on a non‑discretionary basis, which points to an approach that keeps clients involved in investment decisions rather than moving assets fully to discretionary mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices