Christopher Markowski

Compass Financial Management LLC

9 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Compass Financial Management LLC

Compensation

Fee-Only (AUM)

Firm Size

34 advisors

Number of Clients

1,350 clients

Average Client Portfolio

$384K average

Assets Under Management

$519.0M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.95%
$1.0M - $3.0M	1.75%
$3.0M - $5.0M	1.50%
$5M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Minimum Annual Fee:$1,200

Location

Tampa, FL

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 1997

Closed-No Action

Customer Dispute

January 1996

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Compass Financial Management LLC

September 2018 - Present · 7 yrs 5 mos

Markowski Investments

May 2016 - Present · 9 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.