Marc Kowalski
Marc Kowalski is a CFP-designated registered investment advisor at Northrock Partners, LLC, based in Minneapolis, MN, with 29 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 4,811 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges between 0.50% and 1.50% based on the size, nature, and complexity of the relationship. An additional 0.25% account-level fee applies to assets held at Schwab and Fidelity for account servicing and operational costs. There is a minimum annual fee of $5,000.
Fee Estimator
Location
225 South Sixth Street, Suite 1400, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (1)
Criminal
November 1995Employment History
Current Registrations
Northrock Partners, LLC
Previous Registrations
Kowalski Financial INC.
Focus Financial
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.
Exams
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