Markston International LLC
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Overview
Markston International LLC is an advisory firm based in White Plains, New York. It oversees $861.8 million in total assets over 15 accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). Markston International LLC has a small group, including 4 financial advisors. Markston International LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, stocks and bonds.
Markston International LLC administers all of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing to seek client approval. The firm supervises an average of $57.5 million for every account. The typical financial advisor at Markston International LLC manages around four client accounts, making it one of the most personalized firms in the country.
The firm's headquarters is at 445 Hamilton Avenue, White Plains, New York 10601.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Markston International LLC by the Numbers
$861.8 million
6
15
$57.5 million
Fee Structure
Fees charged by financial advisors largely depend on which services are provided. Fees charged by Markston International LLC typically consist of the following fee type: asset-based. Markston International LLC does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with investment companies and pension plans. Out of its 15 customers, Markston International LLC's largest client is pension plans. None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Markston International LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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