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Matthew Robertson
18 Years of Experience
Austin, TX
1 Disclosure
Matthew Robertson is a registered investment advisor at Wise Investment Management, based in Austin, TX, with 18 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.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$6.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to a minimum and may be reduced as the value of assets increases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Austin, TX
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2018Employment History
Current Registrations
Wise Investment Management
January 2026 - Present · 4 mos
Previous Registrations
Wise Investment Management
January 2025 - December 2025 · 11 mos
Wise Investment Management
January 2019 - December 2023 · 4 yrs 11 mos
Morgan Stanley
February 2014 - July 2018 · 4 yrs 5 mos
Morgan StanleyBroker
January 2014 - July 2018 · 4 yrs 6 mos
Sanders Morris Harris INC.Broker
February 2003 - September 2004 · 1 yr 7 mos
Neuberger Berman, LLCBroker
April 1996 - April 2001 · 5 yrs
Manufacturers Hanover Securities CorporationBroker
August 1987 - October 1988 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.