Matthew Harbert is a registered investment advisor at Instrumental Wealth, LLC, based in Tampa, FL, with 12 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 568 clients with $400M 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 $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Assets in 529 accounts will be assessed advisory fees on a separate flat rate basis of 1.0%. This fee may be negotiated at the discretion of Instrumental Wealth.
Fee Estimator
Location
1 N Dale Mabry Hwy., Ste #1000, Tampa, FL, 33609
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 Activities
Matthew is a committee member of The State College of Florida Foundation since 2019, acting in a fiduciary capacity. He dedicates minimal time to this role, primarily for meetings and providing insight.
Employment History
Current Registrations
Instrumental Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations2 states
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