Michael Demkiw
Advisor at Third Tier Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Third Tier Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Third Tier Wealth Management
Location
Jericho, NY 11753
Credentials
Series 65
Industry experience
4 years
Michael Demkiw is a financial advisor at Third Tier Wealth Management in Jericho, NY, holding a Series 65 designation with four years of industry experience. He has been associated with Third Tier Advisors since 2012 and focuses part of his time on fixed insurance sales as a licensed insurance agent. Third Tier Wealth Management is an independent registered investment adviser serving individual and business clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, supplemented by individual securities and tactical rebalancing, and utilizes third-party platforms to enhance its offerings.
Based on Third Tier Wealth Management
Based on Third Tier Wealth Management
Financial planning services range from $3,000 to $10,000 per engagement, fees may be negotiable.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,000+: 0.50%
Account minimum: $250,000
575 Jericho Turnpike, Suite 102
Jericho, NY 11753
New Jersey · New York
Third Tier Wealth Management LLC
2022 - Present (4 years)
Third Tier Wealth Management LLC
2021 - Present (5 years)
Third Tier Advisors
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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