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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-10-2021
- Office Locations
- 1
Office Locations
About Fade IN Financial
Fade In Financial is a Burbank, CA–based registered investment adviser providing fee-only financial planning for screenwriters, directors, and other entertainment professionals with variable income. Services include budgeting and cash-flow planning, investment guidance, tax planning, retirement planning, and support setting up a loan-out company. Led by a CFP® professional and active in the fee-only community (e.g., XY Planning Network), the firm has been featured in outlets like Business Insider and Yahoo Finance.
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Investment Themes
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Owner & Executives
GREGORY ALLEN VOJTANEK
Owner
- CRD
- #7327857
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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