Robert William Freshour

Markowski Investments

17 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Markowski Investments

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,433 clients

Average Client Portfolio

$286K average

Assets Under Management

$410.2M

Fee Structure

Financial Planning:Investment management only

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

229 W. St. Louis Street, Lebanon, IL, 62254

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Investigation

November 2000

Regulatory

March 1993

Final

Civil

December 1991

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Markowski Investments

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

Vision Investment Services, INC.Broker

September 2000 - December 2000 · 3 mos

Wedgewood Partners, INC.Broker

February 1991 - August 2000 · 9 yrs 6 mos

Wedgewood Partners, INC.Broker

January 1991 - January 1991 · 0 mos

Germania Securities, INC.Broker

October 1986 - December 1990 · 4 yrs 2 mos

State Registrations2 states

ILKY

Advisor

Exams

No exam information available for this advisor.