Matthew Fenedick is a registered investment advisor at Mf Advisers, INC., based in Dallas, PA, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 173 clients with $32M 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 | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. For assets held at ASPire, the fee is 0.25% per quarter. For assets held at Nationwide Advisory Services (annuities), the fee is 0.0833% per month.
Fee Estimator
Location
Dallas, PA
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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 the CFO of Project Lift, a nonprofit providing therapy through vocational training. He spends nearly full-time hours on this role and expects to derive 50% of his total yearly compensation from it.
Employment History
Current Registrations
Mf Advisers, INC.
State Registrations3 states
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