Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning/consulting and non-wrap services are negotiated between you and your IAR. Financial planning is offered under an hourly fee (up to $250/hour) or a fixed fee arrangement (no min/max). For SDBA services, the fee is fixed. For non-wrap services, the maximum advisory fee is 1.75% of assets managed. A minimum account value of $6,500 is required for non-wrap and SDBA services.
Areas of Practice
Advisor Information
Office location
24500 Chagrin Boulevard, Beachwood, OH, 44122
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.
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Matthew owns and operates the Law Office of Matthew Matheney LLC, providing legal advice as an attorney. This requires about a quarter of his time, including time during normal securities trading hours.