Katherine Markowski
Katherine Markowski is a registered investment advisor at Osaic Wealth, INC., based in Pittsburgh, PA, with 13 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
615 Washington Road, Suite 203, Pittsburgh, PA, 15228
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Regulatory History (1)
Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Katherine provides tax preparation and divorce consulting services through Watermark Financial, and also serves as an insurance agent selling life, annuity, disability, and long-term care insurance. She also serves as an executrix for an estate, requiring minimal time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations18 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.