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Matthew Murawski

13 Years of Experience
Los Angeles, CA

Matthew Murawski is a registered investment advisor at Murawski Wealth Management, based in Los Angeles, CA, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 79 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
79 clients
Average Client Portfolio
$702K average
Assets Under Management
$55.5M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $3.0M0.85%
$3.0M - $10.0M0.75%
$10M+0.75%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1801 Century Park E., 24th Floor, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Murawski Wealth Management
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Goodstein Wealth Management LLC
April 2016 - August 2024 · 8 yrs 4 mos
Cadaret Grant & CO INC
February 2015 - April 2016 · 1 yr 2 mos
Cadaret, Grant & CO., INC.Broker
September 2012 - April 2016 · 3 yrs 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Matthew Murawski - Financial Advisor | TrueAdvisor