Matthew Goldstein is a registered investment advisor at Exit Wealth Advisors, based in Boulder, CO, with 28 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 184 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
3800 Arapahoe Ave,, Boulder, CO, 80303
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1999Other Business Activities
Matthew owns rental real estate property and manages it himself since 2016, dedicating minimal time to it. He is also a non-producing equity owner in O2 Mortgage, spending limited time on strategic planning.
Employment History
Current Registrations
Exit Wealth Advisors
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.Broker
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.