Boban Markovic is a CFA-designated registered investment advisor at Oppenheimer & CO. INC., based in San Francisco, CA, with 5 years of industry experience. Boban is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
135 Main Street, Suite 1700, San Francisco, CA, 94105
Get directionsHistory
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 →Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Ba Securities, LLCBroker
State Registrations2 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.
Exams
More Advisors
- Jeffrey AhrensOppenheimer & CO. INC.
- Alexander JosephOppenheimer & CO. INC.
- Ariya PejouheshOppenheimer & CO. INC.
- Wayne Zhong, CFAOppenheimer & CO. INC.
- Nicholas Sterling, CFPOppenheimer & CO. INC.
- Eric Schulkin, CFPOppenheimer & CO. INC.