Advisor at Marki Financial Services, LLC
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Firm
Marki Financial Services, LLC
Location
La Canada Flintridge, CA
Credentials
CFP®, CFA®
Industry experience
15 years
Susan Marki is a CFP® and CFA® with 15 years of experience in financial advising. She is the principal of Marki Financial Services, LLC, an independent advisory firm she has led since 2011. In addition to her advisory work, she has served on the faculty at Art Center College of Design since 2014. Marki Financial Services provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $66.7 million in discretionary assets and employs a range of investment strategies including fundamental and cyclical analysis, with a focus on direct asset management and ongoing portfolio monitoring.
Based on Marki Financial Services, LLC
$1 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually Above $5,000,000+: 0.75% annually
$100 to $300 per hour, negotiable
La Canada Flintridge, CA
California
Art Center College of Design
2014 - Present (12 years)
Marki Financial Services, LLC (156404)
2011 - Present (15 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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
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