Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on the market value of assets under management, up to 2.99% annually. Clients may also pay a platform fee of up to 0.25% annually for Wrap Fee Program accounts, covering securities transaction fees and reporting. Additional fees may apply for third-party Model Providers, Outside Managers, or custom portfolio models, potentially reaching up to 1% annually. Financial planning is offered at an hourly rate of up to $400 per hour or as a fixed engagement. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an IAR/Financial Advisor with The Partners Wealth Management dba Ocean Pointe Financial Services Group, LLC, dedicating about half his time to providing investment advice. He also works as an agent at an independent insurance agency, providing insurance advice a few hours per week, and is involved in two non-investment related activities: treasurer of LAS PALMAS HOA and board member of PALMETTO LANDING CONDOMINIUM ASSOCIATION INC. Finally, he has 100% ownership with his spouse of MKKC Enterprises, LLC, a holding company, spending minimal time on oversight.