Matthew Ottusch is a CFP-designated registered investment advisor at Cushing Capital Partners, LLC, based in Delafield, WI, with 36 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, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 199 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts above $5,000,000. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions. Existing clients will be grandfathered and charged according to their existing fee rate.
Fee Estimator
Location
417 Genesee Street, Delafield, WI, 53018
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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 Activities
Matthew is involved in several businesses including Rock Bend Farms LLP, MJO Consulting LLC, MMO Investment Properties LLC, and The Empty Nest LLC. These activities involve oversight of farm operations, managing revenue/expenses, owning corporate office space, and farming trees, requiring minimal time commitment.
Employment History
Current Registrations
Cushing Capital Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
U.S. Bancorp Investments, INC.Broker
Piper Jaffray & CO.Broker
Firstar Investment Services,inc.Broker
Frederick & Company, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
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.