Murawski Wealth Management offers investment advisory services and comprehensive financial planning. Matthew Murawski manages portfolios on a discretionary basis, using a tactical allocation strategy. The firm may use various securities, mutual funds, and other investments to meet client objectives. Murawski Wealth Management also offers qualified retirement plan consulting services as a fiduciary.
Assets Under Management$55M
Clients79
Advisors1
Avg. per Client$700K
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $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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