Matthew Daniel Mccoy

CFP

Boldin Advisors

8 Years of Experience

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Firm Information

Boldin Advisors

Compensation

Fixed/Hourly

Number of Advisors

10 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Financial Plan Fee:Up to $6,000

Hourly Rate:$300 - $475/hr

Financial planning services are offered on an ongoing engagement, hourly basis, or for a fixed engagement fee. Ongoing engagement fees range up to $6,000 annually and may be negotiable. Hourly fees range from $300 to $475 per hour. Fixed engagement fees range up to $6,000. Fees may be negotiable based on the nature and complexity of the services.

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Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

Rock Hill, SC

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Contact

Matthew Daniel Mccoy

Regulatory History

Clean regulatory record

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.