Richard Makowski is a CFP-designated registered investment advisor at Evident Financial, based in Erie, PA, with 5 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 86 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
302 French Street, Erie, PA, 16507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Richard is the co-founder of Qualstra, LLC, where he researches and licenses index strategies. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Evident Financial
State Registrations2 states
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