Robert Freshour is a registered investment advisor at Markowski Investments, based in Lebanon, IL, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,275 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for amounts above $10,000,000 are negotiable. Fees may also be higher or lower due to special client situations or extraordinary circumstances.
Fee Estimator
Location
229 W. St. Louis Street, Lebanon, IL, 62254
Get directionsHistory
Regulatory History (3)
Investigation
November 2000Regulatory
March 1993Civil
December 1991Employment History
Current Registrations
Markowski Investments
Previous Registrations
Vision Investment Services, INC.Broker
Wedgewood Partners, INC.Broker
Wedgewood Partners, INC.Broker
Germania Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.