Gary Borowiec
Advisor at M Holdings Securities, INC.
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 M Holdings Securities, INC.
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.
Location
Madison, NJ 07940
Credentials
ChFC®, Series 63, Series 65
Industry experience
37 years
Gary Borowiec is a financial advisor with M Holdings Securities, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 37 years of industry experience. Borowiec has held roles at Madison & Main Advisors LLC since 2019 and has been associated with M Holdings Securities since 2010. He serves as secretary of the Estate Planning Council of Northern New Jersey, participating in the selection of presenters for bi-monthly meetings. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-related advisory services.
Based on M Holdings Securities, INC.
Financial planning/consulting flat fees typically up to $10,000 depending on complexity; negotiable.
$0 - $184,615: Negotiated program fee minus 0.013% plus $24 annual minimum platform fee $184,615 - $2,308,000: Negotiated program fee $2,308,000+: Negotiated program fee minus 0.013% (due to max platform fee $300) $0 - $1,000,000: 1.30% (M Wealth Investment Management Services - Customized) $1,000,001 - $3,000,000: 1.25% (M Wealth Investment Management Services - Customized) $3,000,001 - $5,000,000: 1.20% (M Wealth Investment Management Services - Customized) $5,000,001 - $10,000,000: 1.10% (M Wealth Investment Management Services - Customized) $10,000,001+: 1.05% (M Wealth Investment Management Services - Customized) $0 - $1,000,000: 1.22% (M Wealth Model Management Services) $1,000,001 - $3,000,000: 1.20% (M Wealth Model Management Services) $3,000,001+: 1.17% (M Wealth Model Management Services)
Brokerage commissions on securities and insurance products sold through M Securities BD.
Financial planning/consulting fees up to $500 per hour.
Account minimum: $10,000 Minimum fee: Minimum annual platform fees apply; for example, WealthPursuit Prime, Schwab Programs, and Portfolio Advisory Services apply a minimum annual platform fee of $24, with maximum $300, which adjusts total advisory fee accordingly. Fee-only: Financial planning/consulting fees up to $500 per hour, or flat fees typically up to $10,000 depending on complexity; negotiable.
266 Main Street
Madison, NJ 07940
Alaska · Florida · Kentucky · Michigan · New Hampshire · New Jersey · New York · Pennsylvania · Virginia
Madison & Main Advisors Llc
2019 - Present (7 years)
M Holdings Securities Inc.
2010 - Present (16 years)
Atlas Advisory Group, Llc
2010 - 2019 (9 years)
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