Michael John 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
Series 63, Series 65
Experience Industry experience
29 years
Location
Tampa, FL
Markowski Investments
Team
Clients per advisor
123 Very HighAvg AUM per client
$369,774 Very LowHNW client ratio
10% Very LowMichael Markowski is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Markowski Investments since 2008 and Westminster Financial Securities, Inc. since 1999. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-team approach, combining fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies across equities, fixed income, mutual funds, and ETFs.
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
29 years of industry experience
Markowski Investments
2008 - Present • 18 years
Tampa, FL
Westminster Financial Securities, Inc.
1999 - Present • 27 years
Vandalia, OH
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Lawyer
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Real estate agent
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