Matthew Conti
Matthew Conti is a registered investment advisor at Cross Financial Advisors, based in Beaverton, OR, with 27 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,932 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross Financial Advisors offers investment management services where fees are based on the amount invested. The maximum fee is 2.5% of the amount invested. The specific fee is negotiated based on account size, management style, complexity of holdings, investment type, management strategy, and the expected amount of time and effort required.
Location
16100 NW Cornell Road #240, Beaverton, OR, 97006
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2015Employment Separation After Allegations
March 2014Other Business Activities
Matthew operates Cross Financial Management and Cross Financial as DBAs for his LPL business. He also provides investment advisory services through Cross Financial Advisors LLC, dedicating about half of his time to this activity. He also has a business entity for tax/investment purposes only.
Employment History
Current Registrations
Cross Financial Advisors
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
U.S. Bancorp Investments, INC.Broker
Nationwide Investment Services CorporationBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations8 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.