Matthew Hicks is a registered investment advisor at Cortland Associates INC, based in Ridgefield, CT, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 390 clients with $1B 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% |
The annual fee is negotiable based upon a client’s aggregate assets under management and other extenuating circumstances. If the account is a balanced account, a balanced account fee will be determined based upon the allocation of assets between the equity and fixed income components of the account.
Fee Estimator
Location
Ridgefield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cortland Associates INC
State Registrations1 state
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