Matthew Pfeiffer
Matthew Pfeiffer is a registered investment advisor at Independent Financial Partners, based in Camillus, NY, with 27 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 High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
101 Knowell Rd., Camillus, NY, 13031
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Matthew is the owner of Harbor Wealth Advisors CNY, INC, an S-Corp for financial services, and MS & MP Holdings LLC, a real estate holding company, dedicating minimal time to each. He is also an agent for Pinnacle and Specific Solutions, IMOs that offer support for fixed annuities and insurance, spending minimal time on each.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Key Investment Services LLCBroker
Mcdonald Investments INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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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