Paul Markowich
Paul Markowich is a registered investment advisor at Firstrust Financial Advisors, based in Conshohocken, PA, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable and may be lower based on client tenure or advisor discretion.
Fee Estimator
Location
15 E Ridge Pike, Conshohocken, PA, 19428
Get directionsHistory
Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is an independent insurance agent selling disability, life/accident/health, and LTC insurance, dedicating a few hours per week. He is also involved in several real estate investment and management LLCs, a passive private investment, and serves as a board member for The Economy League of Philadelphia and the Jewish Business Network.
Employment History
Current Registrations
Firstrust Financial Advisors
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Metlife Securities INC.
Metlife Securities, INCBroker
Firstrust Financial Advisors
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations27 states
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.