Markowski Investments
Assets Under Management
$410.2M
Number of Clients
1,433
Number of Advisors
11
Average Client AUM
$286K
AUM per Advisor
$37.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Markowski Investments offers personal financial planning and portfolio management services. They gather client data to prepare financial recommendations based on individual needs, net worth, investment history, income, and risk tolerance, addressing tax status, retirement planning, and estate planning. Portfolio management is discretionary, emphasizing individual client needs and goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Fees are calculated as a percentage of assets under management, charged quarterly in advance. The fee is determined by multiplying one-fourth of the annual percentage rate by the account's fair market value on the last day of each closing calendar quarter. Fees may be higher or lower than those shown due to special client situations, other services performed or other extraordinary circumstances and may be negotiable. The client is always informed in writing of the fee structure in place on their account.
Areas of Practice
Location
FL, United States