Matthew Doyle is a registered investment advisor at Clearbridge Investments, LLC, based in New York, NY, with 30 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 124,530 clients with $180B 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Fee schedule is for All Cap Growth, All Cap Growth ESG and Growth strategies. Fees are subject to negotiation and may vary. Minimum account size is $5 million, which may be waived.
Fee Estimator
Location
One Madison Avenue, 18th Floor, New York, NY, 10010
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 Activities
Matthew owns a seasonal rental property in Boca Raton, FL since 2021. He spends minimal time on this activity.
Employment History
Current Registrations
Clearbridge Investments, LLC
Franklin Distributors, LLC
Franklin Distributors, LLCBroker
Previous Registrations
Columbia Management Advisors, LLC
Columbia Management Advisors, INC.
Stein Roe & Farnham Incorporated
Columbia Management Distributors, INC.Broker
Sovereign Asset Management Corporation
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
John Hancock Distributors, INC.Broker
John Hancock Funds, INC.Broker
Buell Securities CORP.Broker
State Registrations6 states
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.