Dennis William Markey
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NTI's fees are generally negotiable and can be based on assets under management/advisement, fixed, or performance-based. The brochure lists fee ranges for various services, such as up to 1.00% for third-party strategies in separately managed accounts, up to 0.65% for quantitative equity, and up to 0.30% for passive equity. Fees are invoiced quarterly, monthly, or as stated in the client's agreement. Investment advisory services may include holdings in proprietary and non-proprietary investment pools, which have their own fees and expenses in addition to NTI’s investment advisory fee.
Areas of Practice
Advisor Information
Office location
227 West Monroe Street, Chicago, IL, 60606
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dennis serves as a Supervisory Board Member for the Financial Markets Institute at Michigan State University. He attends two board meetings per year and provides feedback to students, dedicating minimal time to this role.