Markowski Investments provides financial planning and investment management services. They gather client data to create financial recommendations based on individual needs, risk tolerance, and financial goals, covering areas like tax, retirement, and estate planning. They also manage client portfolios on a discretionary basis, emphasizing individual needs and goals.
Assets Under Management$410M
Clients1,433
Advisors11
Avg. per Client$290K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be higher or lower than those shown due to special client situations, other services performed or other extraordinary circumstances and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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