Joshua Matthews is a registered investment advisor at Maseco Private Wealth, based in London, with 27 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,806 clients with $3.8B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
2,806 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$3.8B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiated in exceptional circumstances. Different fees and charges apply for non-US resident clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
The Kodak, 11 Keeley Street, London, WC2B 4BA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2001Denied
Employment History
Current Registrations
Maseco Private Wealth
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
VisionBroker
February 2009 - May 2016 · 7 yrs 3 mos
Citigroup Global Markets INC.Broker
June 1998 - September 2008 · 10 yrs 3 mos
State Registrations3 states
CTMETX
Advisor
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.
Exams
No exam information available for this advisor.