Asaf Markowitz is a registered investment advisor at Guardant Wealth Advisors, based in New York, NY, with 3 years of industry experience. Asaf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
GWA offers investment management services for an annual fee based on the amount of your portfolio. GWA does not have a set fee schedule, instead charges a maximum annual advisory fee of 2.00% that is agreed upon with the client. The fee will vary depending on the negotiated agreement between you and your Investment Advisor Representative. There is a minimum flat or fixed fee of $1,200 per year to maintain an account.
Location
New York, NY
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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 →Employment History
Current Registrations
Guardant Wealth Advisors
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.