Gregory Matthews

10 Years of Experience

New York, NY

4 Disclosures

Gregory Matthews is a registered investment advisor at Procyon, based in New York, NY, with 10 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,444 clients with $7.8B in assets under management.

Procyon

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

48 advisors

Number of Clients

1,444 clients

Average Client Portfolio

$5.4M average

Assets Under Management

$7.8B

Fee Structure

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.0M	1.25%
$1.0M - $5.0M	1.00%
$5.0M - $10.0M	0.75%
$10.0M - $20.0M	0.65%
$20.0M - $50.0M	0.55%
$50.0M - $100.0M	0.45%
$100M+	Included

Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

New York, NY

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History

Regulatory History (4)

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