Matthew Sherbine
Matthew Sherbine is a CFP-designated registered investment advisor at Gci Financial Group, based in Mendham, NJ, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 104 clients with $110M 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 $500K | 2.00% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. GCI may also charge a fixed fee in lieu of a fee calculated as a percentage of assets under management for investment advisory services. In addition, GCI also has the ability to utilize a blended billing methodology which incorporates both a fixed fee and a fee determined as a percentage of assets under management for investment advisory services. In no circumstances will the total fee exceed 3% of the client’s assets under management.
Fee Estimator
Location
5 Cold Hill Road South, Suite 23, Mendham, NJ, 07945
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 50% owner of GCI Financial Group, Inc., a registered investment advisor, where he performs financial planning services and insurance sales, dedicating a few hours per week. He is also a 50% owner of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group, Inc., dedicating minimal time to this activity.
Employment History
Current Registrations
Gci Financial Group
Previous Registrations
Investacorp Advisory Services INC
State Registrations1 state
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