Matthew Grishman
Matthew Grishman is a registered investment advisor at Gebhardt Group, INC, based in Lafayette, CA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 232 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard fee for new clients is 1.50%. Older relationships established prior to 2011 use a tiered schedule starting at 1.25% for the first $1M, 0.75% for the next $1M, and 0.50% for amounts above $2M. Fees are negotiable under certain circumstances.
Fee Estimator
Location
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549
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 →Employment History
Current Registrations
Gebhardt Group, INC
Previous Registrations
Gebhardt Group, INC
401k Masters, LLC
Gebhardt Group, INC
United Planners' Financial Services of America a Limited Partner
Putnam Investment Management, LLC
State Registrations3 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.
Exams
More Advisors
- James Gebhardt, CFPGebhardt Group, INC
- Janine Keeperman, CFPGebhardt Group, INC
- Jaime Fukumae, CFPCambridge Investment Research Advisors, INC.
- Isabelle Alexander, CFPKestra Advisory Services, LLC
- Jason Borman, CFPRaymond James Financial Services Advisors, INC
- Mark Goyne, CFACerity Partners LLC