Robert Mattei is a CFP-designated registered investment advisor at R.S. Mattei & Company, INC., based in Shreveport, LA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 20 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
R. S. Mattei & Company does not charge direct investment management fees. Instead, the firm is paid a referral fee directly by Orion Portfolio Solutions based on the market value of assets in your account. Any fees are negotiable and are deducted monthly from your account by the independent manager.
Location
Shreveport, LA
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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.
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Current Registrations
R.S. Mattei & Company, INC.
State Registrations1 state
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