GK
GK

Gary Kueker

17 Years of Experience

Gary Kueker is a registered investment advisor at Markowski Investments, based in Tucson, AZ, with 17 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,433 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,433 clients
Average Client Portfolio
$286K average
Assets Under Management
$410.2M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $3.0M1.25%
$3.0M - $10.0M1.00%
$10M+1.00%

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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Tucson, AZ

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Markowski Investments
April 2019 - Present · 7 yrs
Previous Registrations
Brookstone Capital Management LLC
June 2008 - June 2019 · 11 yrs
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.