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Matthew Morano

10 Years of Experience
Tenafly, NJ

Matthew Morano is a registered investment advisor at Curbstone Advisors LLC, based in Tenafly, NJ, with 10 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 4 clients with $3.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$896K average
Assets Under Management
$3.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.50%

Fees are negotiable and may be lower based on various factors. In limited circumstances, Curbstone may offer investment management services for a fixed fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Tenafly, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is a Senior Director of Business Analysis at CME Group, Inc. since 2010. He works full-time providing business analysis services for front-office trading systems.

Employment History
Current Registrations
Curbstone Advisors LLC
May 2015 - Present · 11 yrs
State Registrations1 state
NJ
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.