Matthew Blank
Matthew Blank is a CFP-designated registered investment advisor at Lowell Road Asset Management, INC., based in Port Washington, NY, with 11 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, High Net Worth, Investment Management. Their firm serves 121 clients with $50M 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 | 1.50% |
| $500K+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
14 Vanderventer Ave, Suite 200, Port Washington, NY, 11050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is the owner and investment advisor representative for Blank Equity Management, a registered investment advisor, since 2010. This takes nearly full-time, dedicating approximately 120 hours per month.
Employment History
Current Registrations
Lowell Road Asset Management, INC.
Blank Equity Management LLC
Previous Registrations
American Portfolios Advisors, INC
State Registrations1 state
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