Mark Zywiol is a CFP-designated registered investment advisor at Stonebrook Private LLC, based in Northville, MI, with 8 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 596 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonebrook Private offers investment management as part of its wealth management services. The annual fee for the Stonebrook Private Wrap Fee Program can be up to 1.25% of your portfolio, depending on the complexity of your situation and the amount you invest. There is a $7,500 minimum annual fee per household, but Stonebrook may waive this. Stonebrook may also recommend Betterment Institutional, a robo-advisor, for investment portfolios. Betterment charges a separate fee in addition to Stonebrook's fee.
Location
182 E Main Street, Northville, MI, 48167
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stonebrook Private LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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