Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a Client-by-Client basis.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, determined on a client-by-client basis, not exceeding 2.25%. If a third-party money manager is used, clients will incur a separate fee charged by that manager. Financial planning and consulting fees are either flat ($500-$10,000) or hourly ($175-$250/hour). Flat fees can also be calculated as a percentage of assets under management (0.20%-0.50%).
Areas of Practice
Advisor Information
Office location
28202 Cabot Rd, Suite 300, Laguna Niguel, CA, 92677
Get directionsRegulatory History (1)
Employment Separation After Allegations
June 2021Other Business ActivitiesSells Insurance
Matthew is a soccer referee, owner of M2 Enterprises LLC (Koala Insulation of Omaha) and Aussie Exteriors LLC, and owner of Alphabroder Apparel. He also works for TCFG Investment Advisor and TCFG Insurance Sales LLC, where he meets with clients and provides advice; this includes insurance sales.