Mark Kostrzewski acts as a solicitor, referring clients to Blue Water Capital Management (BWCM) for investment management. MK assesses if BWCM's approach suits the client's needs, considering factors like investment goals, risk tolerance, and account size. Clients sign a separate agreement with BWCM, who then manages the account. MK consults with clients to review their accounts. MK receives a portion of the fees BWCM charges, but client fees are not increased because of the referral.
Assets Under ManagementN/A
Clients8
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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