Matthew Billitti
Matthew Billitti is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Stamford, CT, 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
300 Atlantic St., Suite 130, Stamford, CT, 06901-3514
Get directionsHistory
Regulatory History (1)
Financial
April 2017Other Business Activities
Matthew is a board member for Big Brothers Big Sisters of Martin and Palm Beach Counties and the Port St. Lucie Historical Society. He is also a member of the Port St. Lucie Sunset Rotary Club; each of these activities requires minimal time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Rehmann Financial
Rehmann Financial Network, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.