Maureen Mackowski is a registered investment advisor at Uhlmann Investment Management, L.L.C., based in Skokie, IL, with 46 years of industry experience. Maureen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 456 clients with $270M 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 $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
UIM may negotiate its fee or exclude certain investments from the fee calculation at its discretion.
Fee Estimator
Location
5202 Old Orchard Road, Suite 250, Skokie, IL, 60077
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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
Uhlmann Investment Management, L.L.C.
Uhlmann Price Securities, LLCBroker
Uhlmann Price Securities, LLC
Previous Registrations
C2c Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations4 states
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