Marki Financial Services (MFS) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. MFS creates an Investment Policy Statement for each client to aid in portfolio selection. MFS offers both discretionary and non-discretionary portfolio management services. MFS also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, divorce planning, and debt/credit planning. MFS also offers general consulting services on specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable. At MFS's discretion, they may combine the account values of family members living in the same household to determine the applicable management fee.