Matthew Makowski

4 Years of Experience

Buffalo, NY

1 Disclosure

Matthew Makowski is a registered investment advisor at Ibis Capital Management, LLC, based in Buffalo, NY, with 4 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. Their firm serves 112 clients with $30M in assets under management.

Ibis Capital Management, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

112 clients

Average Client Portfolio

$271K average

Assets Under Management

$30.4M

Fee Structure

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

448 Delaware Avenue, Buffalo, NY, 14202-7553

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History

Regulatory History (1)

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Judgment / Lien

January 2025

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Other Business Activities

Matthew is an attorney and the managing member of Matthew J. Makowski, PLLC, a law firm established in 2012. He spends about 10-20% of his time practicing law, including a few hours per week during securities trading hours.

Employment History

Current Registrations

Ibis Capital Management, LLC

November 2021 - Present · 4 yrs 6 mos

State Registrations2 states

FLNY

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.

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