Matthew Macneal
Matthew Macneal is a CFP-designated registered investment advisor at Veery Capital, LLC, based in West Chester, PA, with 28 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 314 clients with $970M 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 0.81% |
| $2.0M - $3.0M | 0.56% |
| $3.0M - $4.0M | 0.39% |
| $4.0M - $5.0M | 0.26% |
| $5.0M - $10.0M | 0.17% |
| $10.0M - $15.0M | 0.11% |
| $15M+ | 0.07% |
Fees are negotiable. Clients using Charles Schwab as custodian are subject to an additional platform fee ranging from 0.00% to 0.20%.
Fee Estimator
Location
24 W Market Street, West Chester, PA, 19382
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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 a partner in DCMAC, a holding company, and an agent for One Resource Group, referring insurance opportunities, each taking minimal time. He is also an advisor for MyWellCents, providing 401k participant education, and an owner of Building of West Chester, LLC and KCMAC, both real estate businesses, each taking a few hours per week.
Employment History
Current Registrations
Veery Capital, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
New England SecuritiesBroker
Sei Investments Distribution CO.Broker
Vanguard Marketing CorporationBroker
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.
Exams
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