MP
CFA
MP
CFA

Matthew Pawlowski

Palm Beach Gardens, FL

Matthew Pawlowski is a CFA-designated registered investment advisor at Martin Investment Management, LLC, based in Palm Beach Gardens, FL. 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. Their firm serves 269 clients with $850M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
269 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$849.1M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard fee is 1.5%, but fees are negotiable and may vary. Fees on amounts above $5 million may be discounted to 0.75% in some circumstances.

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

2000 Pga Blvd, Suite 4440, Palm Beach Gardens, FL, 33408-2738

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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
Martin Investment Management, LLC
December 2025 - Present · 4 mos
State Registrations1 state
IL
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.