Matthew Alimena
Matthew Alimena is a registered investment advisor at Wealthnest Capital INC., based in Staten Island, NY, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 90 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. For qualified clients, there is a 1% annual management fee on all assets managed, plus a 20% annual performance fee on capital appreciation above a 5% hurdle rate.
Fee Estimator
Location
1336 Forest Avenue, Staten Island, NY, 10302
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Regulatory 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 ActivitiesSells Insurance
Matthew is a licensed insurance agent and may offer clients insurance products, which presents a potential conflict of interest due to commissions. Clients are not required to purchase insurance through Matthew.
Employment History
Current Registrations
Wealthnest Capital INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.