Joseph Harowski
Joseph Harowski is a CFP-designated registered investment advisor at Smart Choice Financial Planning, INC., based in St. John, IN, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 80 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smart Choice Financial Planning offers portfolio monitoring services, which include building, implementing, and reviewing client portfolios, as well as financial plan updates. Clients pay an annual flat fee for this service, billed semi-annually. The fees are negotiable and vary depending on the time demands of each customized portfolio. Clients are also responsible for any transactional fees associated with the implementation or rebalancing of the account, payable to the custodian.
Contact
Joseph Harowski
Location
St. John, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Smart Choice Financial Planning, INC.
Previous Registrations
United Planners' Financial Services of America a Limited Partner
State Registrations3 states
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