Markowski Investments provides personal financial planning and investment portfolio management services to help clients establish and achieve their financial goals. Markowski Investments gathers data regarding each client's financial profile, risk tolerance, net worth, and objectives to prepare tailored financial recommendations. These recommendations address areas such as tax status, retirement planning, and estate planning. In addition, Markowski Investments manages client funds on a discretionary basis, utilizing technical, fundamental, and cyclical analysis along with strategic and tactical asset allocation. Markowski Investments primarily works with individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans.
Fee Structure
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 for amounts above $10,000,000 are negotiable. Fees may also be higher or lower due to special client situations or extraordinary circumstances.