Chelsea Makowski
Chelsea Makowski is a CFP-designated registered investment advisor at Senior Financial and Realty Assoc., based in Orchard Park, NY, with 4 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 87 clients with $35M 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 - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
The minimum annual fee is $3,300, but special arrangements may be allowed on an individual basis. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Orchard Park, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Senior Financial and Realty Assoc.
State Registrations1 state
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