Matthew Nelson is a CFP-designated registered investment advisor at Savvy, based in New York, NY, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Location
111 West 33rd Street, Unit 1410, New York, NY, 10001
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 is involved in several investment-related activities, including a venture capital investment company, his role as President of Perspective Financial Planning LLC, and his work as a Financial Advisor and Executive Officer for Focus Financial Network, Inc. He also dedicates a few hours per week to the sale and service of fixed insurance products as a Statutory Agent for Focus Financial Network, Inc.
Employment History
Current Registrations
Savvy
Previous Registrations
Royal Alliance Associates, INC.
Focus Financial
Osaic Wealth, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Legacy Financial Group, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
American Century Investment Services INC.Broker
State Registrations1 state
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.