Neil Witkowski is a registered investment advisor at Isadore Retirement Group, LLC, based in Traverse City, MI, with 15 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9 clients with $6.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Isadore Private Wealth charges a percentage of your portfolio's value each quarter. The annual rate will not exceed 2% for portfolios under $1,000,000, and will not exceed 1% for portfolios over $5,000,000. The exact fee is negotiable.
Location
13561 S. West Bay Shore Dr., Suite 200, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Neil is the managing member and owner of Isadore Private Wealth, LLC. He is also an investment adviser representative with another firm, and may offer clients advice or products from those activities, which could present a conflict of interest.
Employment History
Current Registrations
Isadore Retirement Group, LLC
Isadore Private Wealth, LLC
Previous Registrations
LPL Financial LLC
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.