Matthew Medeiros is a registered investment advisor at Clelland & Company INC, based in San Diego, CA, with 14 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 101 clients with $430M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable on accounts over $10,000,000. Rates may be discounted for charitable, non-profit, multiple affiliated accounts or other considerations.
Fee Estimator
Location
5151 Shoreham Place, Suite 130, San Diego, CA, 92122
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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
Clelland & Company INC
State Registrations1 state
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