Michael Kowalick
Michael Kowalick is a registered investment advisor at Comprehensive Financial Planning, INC., based in East Petersburg, PA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 578 clients with $420M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.40% |
| $50M+ | 0.20% |
Cash and cash equivalents portion of portfolio is charged 0.26%. For clients with over 500 employees and assets exceeding $50,000,000, a flat fee between $155 and $200 per participant may be considered.
Fee Estimator
Location
5995 Lemon Street, East Petersburg, PA, 17520
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved with Comprehensive Benefit Marketing Services, Inc., which offers medical, hospitalization, life, and disability insurance plans.
Employment History
Current Registrations
Comprehensive Financial Planning, INC.
State Registrations1 state
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