Matthew Carey is a registered investment advisor at Blue Spark Capital Advisors, based in New York, NY, with 9 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, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 90 clients with $220M 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 $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.89% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable at the discretion of the firm principal. Fee may be discounted by aggregating accounts within the same family or household.
Fee Estimator
Location
31 Hudson Yards, 11th Floor, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blue Spark Capital Advisors
State Registrations2 states
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