Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for retirement plan consulting services can be asset-based (ranging from 0.01% to 0.50% annually), flat (starting at $2,000), or hourly (ranging from $140 to $200 per hour). Participant education services also have asset-based (0.01% to 0.50% annually), daily (ranging from $1,000 to $1,500 per educator), hourly (ranging from $140 to $200 per hour), and six-minute time block fees. 3(38) Discretionary Fiduciary Services have an annual asset-based fee of 0.20%. 3(21) Non-Discretionary Fiduciary Services have an annual asset-based fee of 0.30% with a minimum annual fee of $5,000. Travel expenses may also apply.
Areas of Practice
Advisor Information
Office location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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 Activities
Matthew is involved in several business activities, including META Partners, LLC and TAME Investment Holdings, LLC, both focused on real estate acquisitions, sales, development, and rentals. He also provides private lending to small businesses and owns Moore Space, LLC, a concierge storage business; each of these activities requires a few hours per week.