Matthias Private Wealth, Llc
Winter Park, Florida
5.0
1 Review
MATTHIAS PRIVATE WEALTH, LLC is a small investment advisory firm based out of Winter Park, FL, with a solid reputation for delivering exceptional financial services. With a team of 10 dedicated professionals, a small percentage of whom provide investment advisory services, they cater to a diverse clientele. The firm's average assets under management per investment advisor amount to approximately $81,080,000, aligning with the industry average. Matthias Private Wealth's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures that the firm...
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Assets Under Mgmt

$168.96M

Investment Professionals

1

Locations

0

% 401K & Individual

5%

% Discretionary

85%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Accountant or accounting firm
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