MH
MH

Matthew Hickman

2 Years of Experience
Stamford, CT

Matthew Hickman is a registered investment advisor at Greenwich Creek Capital Management, LLC, based in Stamford, CT, with 2 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 68 clients with $98M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
68 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$98.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Greenwich Creek Capital Management's annual fees for managing your investments range from 0.5% to 2.0% of the value of your portfolio. The specific fee schedule is negotiated with each client and depends on their assets, goals, and custodian. GCCM offers several fee schedules:

  • Interactive Brokerage (IBKR) Blended Fee: Fees vary based on the amount invested, ranging from 1.8% per year for smaller accounts to approximately 1% for accounts above $500,000. This fee is calculated on the daily average value of the account.
  • Interactive Brokerage Fixed Fee: Fees are negotiated and range from 0.5% to 2% annually, based on the assets in the account.
  • Charles Schwab: Fees are negotiated and range from 0.5% to 2% annually, based on the assets in the account.
  • Interactive Brokerage Performance Fee: Includes a fixed quarterly fee (0.4% to 0.6% annually) plus a performance fee (20% or 25% of profits exceeding a benchmark). To qualify, clients must have a net worth of at least $2,100,000 (excluding their residence) or at least $1,100,000 under management.
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Location

Stamford, CT

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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 partner in a wealth management advisory business based in Santiago, Chile and continues to service existing clients. This is a commission-based business.

Employment History
Current Registrations
Greenwich Creek Capital Management, LLC
March 2023 - Present · 3 yrs 2 mos
State Registrations1 state
CT
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.