Kowalski Financial provides financial planning, asset allocation, estate planning, investment management, retirement planning, and tax and business services. Kowalski Financial tailors its advisory services to each client's individual needs. The firm uses model portfolios with some flexibility for personalization and minimizes individual stock picking.
Assets Under Management$200M
Clients166
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$100M
www.facebook.com/kowalskifinancial.com ·www.kowalskifinancial.com ·www.linkedin.com/company/kowalski-financial
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...