Matthew Gelfand
Matthew Gelfand is a CFA, CFP-designated registered investment advisor at Princeton Global Asset Management LLC, based in Chevy Chase, MD, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 365 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable based on account size, securities held, and client restrictions, up to a maximum of 1.50%. Accounts falling below a certain threshold are subject to a minimum annual fee of $5,000.
Fee Estimator
Location
Chevy Chase, MD
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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 on the Investment and Compensation Committees for The Forward Association and The Forward Fund, spending minimal time per month. He also serves on the Board of Advisors for The Journal of Taxation of Investments, dedicating minimal time to writing and reviewing scholarly articles.
Employment History
Current Registrations
Princeton Global Asset Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tricolor Capital Advisors LLC
Moreland Associates, LLC
Rockefeller & CO., INC.
Potomac Asset Management CO INC
Lynx Investment Advisory,llc
Mdg Financial Advisors, LLC
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.
Exams
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