Matthew Dublin
Matthew Dublin is a CFA-designated registered investment advisor at True North Advisors, LLC, based in Danville, CA, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 1,068 clients with $5.4B 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 range from 0.25% to 1.50% of assets under management and vary from client to client. Fees are negotiable.
Fee Estimator
Location
312 Railroad Avenue, Suite 201, Danville, CA, 94526
Get directionsHistory
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 ActivitiesSells Insurance
Matthew is a licensed insurance agent since 2022, assisting clients with insurance needs. This activity requires minimal time commitment.
Employment History
Current Registrations
True North Advisors, LLC
Previous Registrations
Blue Investment Partners 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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