Matthew Celenza
Matthew Celenza is a registered investment advisor at Americana Partners, LLC, based in Beverly Hills, CA, with 30 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
9355 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90210
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1997Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Boulevard Family Wealth Services, LLC
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Boulevard Family Wealth
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Morgan Stanley Smith BarneyBroker
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The Boston GroupBroker
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Joseph Charles & Assoc., INC.Broker
State Registrations2 states
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.