Michael Tomkiewicz
Michael Tomkiewicz is a CFP-designated registered investment advisor at Sierra Financial Advisory, based in Nevada City, CA, with 6 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 173 clients with $140M 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 $100K | 1.50% |
| $100K - $2.5M | 1.00% |
| $2.5M+ | 0.60% |
Fees may be negotiable on a case by case basis.
Fee Estimator
Location
Nevada City, CA
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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 a licensed insurance agent for life and health insurance products.
Employment History
Current Registrations
Sierra Financial Advisory
Previous Registrations
Sierra Financial Advisory
State Registrations3 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.