Assets Under Management
$410.2M
Number of Clients
1,433
Number of Advisors
11
Average Client AUM
$286K
AUM per Advisor
$37.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Markowski Investments offers personal financial planning and portfolio management services. They gather client data to prepare financial recommendations based on individual needs, risk tolerance, and financial goals. They also provide discretionary portfolio management, emphasizing individual client needs and goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts above $10,000,000.
FL, United States