Matthew Hellebusch
Matthew Hellebusch is a registered investment advisor at Portfolio Medics, LLC, based in Wyndmoor, PA, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
Wyndmoor, PA
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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 an independent insurance agent and benefits advisor to businesses through Hellebusch Financial Solutions, LLC. He provides insurance services, including annuity transactions, and spends nearly full-time on this endeavor.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Thrive Capital Management, LLC
Ae Wealth Management, LLC
Nylife Securities LLCBroker
Fidelity Federal Planning CORP.
AXA Advisors, LLCBroker
AXA Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Marketing CorporationBroker
Pruco Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations1 state
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.