Matthew Markowski
Matthew Markowski is a CFP-designated registered investment advisor at Compass Financial Management LLC, based in Tampa, FL, with 28 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,228 clients with $890M 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% |
Fees are generally between 1.00% and 1.95% and are negotiable. Third-party or internally managed portfolios may add an additional 0.25% to 1.00% annual fee.
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.
Exams
More Advisors
- Joshua Markowski, ChFCCompass Financial Management LLC
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- Michael MarkowskiCompass Financial Management LLC
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- Kenneth Remsen, CFPUSAA Investment Services Company