Matthew Lapides
Matthew Lapides is a CFP-designated registered investment advisor at Ethos Private Wealth, based in Coral Gables, FL, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 47 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual management fee up to 1.25% of the net asset value of the account. All fees are negotiable.
Fee Estimator
Location
Coral Gables, FL
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Regulatory History (1)
Regulatory
July 2015Other Business ActivitiesSells Insurance
Matthew is the President of Ethos Wealth Management LLC, taking about three-quarters of his time, and is involved in several other businesses including construction, real estate investment, publishing, short-term rentals, and restaurant services. He also holds a Life, Health, and VA Insurance License, dedicating minimal time to reviewing and advising on insurance matters with clients.
Employment History
Current Registrations
Ethos Private Wealth
Previous Registrations
March Capital CORP.Broker
Xnergy Financial LLCBroker
Washington Wealth Management
Spire Securities, LLCBroker
Infinex Investments, INC.Broker
P.J. Robb Variable CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.