MB

Matthew Jacob Barr

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
238 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$565.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $15.0M0.80%
$15.0M - $20.0M0.60%
$20M+0.40%

Fees are negotiable and may be higher or lower based on the nature of the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $500/hr

Wick Capital Partners charges an annual fee based on a percentage of assets under management, typically ranging from 0.20% to 1.00%. Fees are negotiable based on factors like account size and complexity. Financial planning as a separate service is offered on a fixed fee or hourly basis, with hourly rates not exceeding $500. Investment advisory fees are debited directly from client accounts quarterly, in advance.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087

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Regulatory History (1)
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Financial
March 2018
Final
Employment History
Current Registrations
Wick Capital Partners, LLC
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
AXA Advisors, LLC
April 2016 - March 2019 · 2 yrs 11 mos
AXA Advisors, LLC Broker
September 2015 - March 2019 · 3 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Matthew Jacob Barr - Financial Advisor | AdvisorDiscover