Joshua Manuel Markowski
Advisor at Markowski Investments — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
10 years
Location
Tampa, FL
Markowski Investments
Team
Clients per advisor
123 Very HighAvg AUM per client
$369,774 Very LowHNW client ratio
10% Very LowJoshua Markowski is a financial advisor at Markowski Investments with 10 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His work history includes roles at Compass Financial Management LLC and Westminster Financial Securities, Inc. Outside of advising, he has worked as a bellman at Gasparilla Inn in Boca Grande, FL. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, and other entities. The firm manages approximately $474 million in assets across a multi-advisor platform and integrates strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis.
Based on Markowski Investments
Based on Markowski Investments
$0 - $250,000: 1.50% annually $250,001 - $3,000,000: 1.25% annually $3,000,001 - $10,000,000: 1.00% annually Above $10,000,000+: Negotiated
Fees for additional services or outside consultants may be charged on an hourly basis, but specific hourly rates are not disclosed in the brochure.
Tampa, FL
Tampa FL
Advisors at this office
4
Florida
10 years of industry experience
Compass Financial Management LLC
2020 - Present • 6 years
Parsippany, NJ
Westminster Financial Securities, Inc.
2016 - Present • 10 years
Dayton, OH
Markowski Investments
2016 - Present • 10 years
Tampa, FL
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