Matthew Palusak is a registered investment advisor at &partners, based in Florham Park, NJ, with 23 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
25B Vreeland Rd. Suite 110, Florham Park, NJ, 07932
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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.
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Matthew has 100% ownership of MP Marketing and Management LLC since January 2023. This investment-related activity takes about 10-20% of his time, including one hour during trading hours, and involves Finet Practice.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Fleet Securities, INC.Broker
State Registrations33 states
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