Robert William Freshour
Advisor at Markowski Investments — Lebanon, IL
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
17 years
Location
Lebanon, IL 62254
Markowski Investments
Team
Clients per advisor
123 Very HighAvg AUM per client
$369,774 Very LowHNW client ratio
10% Very LowRobert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.
Based on Markowski Investments
Based on Markowski Investments
$0 - $250,000: 1.50% annually $250,001 - $3,000,000: 1.25% annually $3,000,001 - $10,000,000: 1.00% annually Above $10,000,000+: Negotiated
Fees for additional services or outside consultants may be charged on an hourly basis, but specific hourly rates are not disclosed in the brochure.
Lebanon, IL
229 W. St. Louis Street
Lebanon IL 62254
Advisors at this office
1
Illinois · Kentucky
17 years of industry experience
Freshour Financial
2021 - Present • 5 years
Lebanon, IL
Wealth Quest Planning
2008 - 2021 • 13 years
Lebanon, IL
Wedgewood Partners, Inc.
1991 - Present • 35 years
Belleville, IL
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