| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
Tampa, FL
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Matthew receives advisory fees from Markowski Investments, CFP and Compass Financial Management LLC. He also engages in insurance sales (fixed, index, term, and long-term care), dedicating a few hours per week to this activity.