Advisor at Isadore Private Wealth, LLC
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Firm
Isadore Private Wealth, LLC
Location
Traverse City, MI 49684
Credentials
Series 63, Series 66
Industry experience
15 years
Neil Witkowski is a financial advisor with Isadore Retirement Group, LLC in Traverse City, Michigan. He holds Series 63 and Series 66 designations and has 15 years of industry experience. He is also the managing member and owner of Isadore Private Wealth, LLC and serves as an investment adviser representative with another advisory firm. Isadore Retirement Group, LLC is an independent, fee-only advisory practice offering discretionary portfolio management and project-based or hourly financial planning. The firm serves individuals, families, trusts, charitable organizations, small businesses, and pension or profit-sharing plans, using a value-oriented investment approach combined with global intermarket analysis and tactical portfolio design.
Based on Isadore Private Wealth, LLC
Minimum project fee of $1,200; project-based planning available at negotiated flat fee
$0 - $1,000,000: Up to 2% annually $1,000,001 - $5,000,000: $5,000,001+: Up to 1% annually
$175 per hour for limited scope financial planning
Fee-only: Fee-only practice; no commissions or referral fees accepted
13561 S. West Bay Shore Dr., Suite 200
Traverse City, MI 49684
Michigan
Isadore Retirement Group, LLC
2017 - Present (9 years)
Isadore Private Wealth, LLC
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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
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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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