Gabriel Markiz is a CFP-designated registered investment advisor at Markiz Wealth Management, based in Port Washington, NY, with 22 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Markiz Wealth Management's wealth management service combines investment management and financial planning. The fee is either a percentage of your portfolio or a fixed advisory fee. The percentage-based fee is tied to the value of your investments. The specific fee is based on the amount of assets managed, the complexity of your financial situation, and how often you want to interact with them. Fees are paid quarterly in advance.
Contact
Gabriel Markiz
Location
Port Washington, NY
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Gabriel is a CPA and owner of the firm "Gabriel J. Markiz, CPA". He spends the majority of his time on CPA work and hopes to dedicate more time to financial planning as his client base grows.
Employment History
Current Registrations
Markiz Wealth Management
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.
Exams
Additional Information
Portland Financial Advisors is an Oregon Registered Investment Advisor providing fee-only financial planning, tax planning, and investment management services. We offer a high level of personal attention that only an independent, locally-owned company can provide. We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs. We care very deeply about our clients and offer you the same advice we would provide a member of our family. As fee-only planners, we do not accept commissions for financial planning products or referral fees. Every decision we make is based on the interests of our clients without regard to compensation.