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Michael Markiewicz

Rwm Capital, LLC
12 Years of Experience
Noblesville, IN
Sells Insurance
View SEC Summary
View SEC Summary

Michael Markiewicz is a registered investment advisor at Rwm Capital, LLC, based in Noblesville, IN, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,439 clients with $220M in assets under management.

Rwm Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,439 clients
Average Client Portfolio
$155K average
Assets Under Management
$222.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.90%

The maximum annual advisory fee is 1.90% of assets under management, determined by the scope, complexity, amount of time, or expertise required. This fee includes compensation received by any sub-adviser.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4882 Waterhaven Dr., Noblesville, IN, 46062

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Michael is the owner/partner of Markiewicz Financial LLC, selling life insurance and fixed/indexed annuities, dedicating full-time hours. He is also an Investment Adviser Representative for RWM Capital, LLC and Foundations Investment Advisors, LLC, spending about half of his time at each.

Employment History
Current Registrations
Rwm Capital, LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Foundations Investment Advisors LLC
July 2017 - January 2025 · 7 yrs 6 mos
Lincoln Investment
September 2015 - September 2016 · 1 yr
Lincoln InvestmentBroker
September 2015 - September 2016 · 1 yr
Primerica Advisors
June 2014 - September 2015 · 1 yr 3 mos
PFS Investments INC.Broker
June 2013 - September 2015 · 2 yrs 3 mos
State Registrations2 states
INTX
Advisor

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
No exam information available for this advisor.
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