Matthew Gachi
Matthew Gachi is a CFP-designated registered investment advisor at Catum Advisory Group, LLC., based in Wilton, CT, with 28 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 92 clients with $110M 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 $2.0M | 2.00% |
| $2.0M - $6.0M | 1.70% |
| $6.0M - $10.0M | 1.40% |
| $10M+ | 1.20% |
Fees may be applied on a blended or straight-line basis. Option strategy fee is charged in arrears at 1.0 % on the notional value of the strategy. Third-Party Advisor Fees are separate from Catum's management fee.
Fee Estimator
Location
88 Danbury Rd, Suite 2D, Wilton, CT, 06897
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 ActivitiesSells Insurance
Matthew sells insurance products at a branch office. He is also the Vice President of Devlin & Associates, Inc., a third-party administrator firm, which is a non-investment related activity.
Employment History
Current Registrations
Catum Advisory Group, LLC.
Previous Registrations
Commonwealth Financial Network
Investmark Advisory Services, INC.
Commonwealth Financial NetworkBroker
Dean Witter Reynolds INC.Broker
State Registrations4 states
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