Alfred Matarazzo
Alfred Matarazzo is a registered investment advisor at Main Line Retirement Advisors, LLC, based in Whitefish, MT, with 33 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 181 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Line Retirement Advisors offers investment management services based on a percentage of your portfolio's value. The specific percentage is not listed in this document. In addition to the advisory fee, you may also incur transaction fees, including custodian charges, brokerage commissions, transaction costs, reporting and withdrawal fees and other account expenses associated with the management of your investment account.
Location
2 O'Brien Ave, Whitefish, MT, 59937
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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
Alfred is a partner at Manatawny Still Works, a distiller of craft spirits, dedicating a few hours per week. He was also a board member for Owen J. Roberts Educational Foundation and Pottstown Area Industrial Development Corp, but his involvement ended in 2016.
Employment History
Current Registrations
Main Line Retirement Advisors, LLC
Previous Registrations
Fsc Securities Corporation
Csenge Advisory Group, LLC
Fsc Securities Corporation
Main Line Financial Advisors, LLC.
Fsc Securities CorporationBroker
State Registrations3 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.