Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory and portfolio management fees range from 0.1% to 2% of assets under management, or a fixed fee from $250 to $10,000. Financial planning fees are either hourly ($100-$500/hour) or fixed, depending on the services and complexity. The firm may reduce or waive the hourly fee and/or the minimum fixed fee if a financial planning client chooses to engage them for portfolio management services.
Areas of Practice
Advisor Information
Office location
1 Jericho Plaza, Suite 106, Jericho, NY, 11753-1635
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 volunteers as a financial coach for young adults through 3rd Decade and for recent widows through Wings for Widows. These pro bono activities aim to improve financial literacy and circumstances and require minimal time.