Matthew Fevola
Matthew Fevola is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
3395 SW Garden View Ave, Portland, OR, 97225
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2009Customer Dispute
May 2009Customer Dispute
April 2009Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Matthew owns properties since 2007 and is an independent insurance agent recommending fixed and life products since 2012, dedicating a few hours per week to this. He is also a registered representative with R.M. Stark & Co., Inc., working nearly full-time in this role.
Employment History
Current Registrations
Cs Planning CORP
R.M. Stark & CO., INC.Broker
R.M. Stark & CO., INC.
Previous Registrations
Stark Financial Advisers, INC.
Stark Financial Advisers, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Commerce Capital Markets, INC.
Commerce Capital Markets, INC.Broker
Linsco/private Ledger CORP.Broker
First Montauk Securities CORP.Broker
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.