Matthew Markowski
Matthew Markowski is a CFP-designated registered investment advisor at Compass Financial Management LLC, based in Tampa, FL, with 27 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,350 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
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.
Employment History
Current Registrations
Compass Financial Management LLC
Markowski Investments
Previous Registrations
Westminster Financial Securities, INC.Broker
Janssen-Meyers Associates, L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.