Gladowsky Capital Management operates as a registered investment advisor and securities broker-dealer, offering investment management services through wrap fee programs. Gladowsky Capital Management helps clients identify their risk tolerance and investment objectives, and then assists in selecting unaffiliated investment managers or model portfolios managed by Lockwood Advisors, Inc. The firm provides ongoing monitoring of account performance, asset allocation, and investment manager due diligence. Clients can choose from separately managed accounts or various model portfolios spanning fixed income, equities, and alternative asset classes. Gladowsky Capital Management interacts with clients on a non-discretionary basis, meaning the firm makes recommendations but requires client consent before implementing them. In addition to investment management, the firm serves as broker of record for certain retirement plans and offers insurance products through affiliated insurance agents. The firm's management team also maintains affiliations with an accounting firm and a law firm, which may refer clients mutually.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Fees are negotiable and vary by program. Separately managed accounts range from 0.75% to 2.80%. Investment Strategies, AdvisorFlex, and Asset Allocation Portfolios range from 0.75% to 1.50%. Diversified Strategies range from 0.75% to 1.37% (potentially up to 1.53% with certain third-party providers).