Paul Matheson
Paul Matheson is a registered investment advisor at Cheviot Value Management, LLC, based in Los Angeles, CA, with 52 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 619 clients with $1.2B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees may be negotiable based on grandfathered accounts, related accounts, and special situations. Household accounts are aggregated for fee calculations.
Fee Estimator
Location
Los Angeles, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Employment History
Current Registrations
Cheviot Value Management, LLC
Previous Registrations
Wedbush Securities INC.
Wedbush Securities INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Painewebber IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Dean Witter & CO. IncorporatedBroker
State Registrations2 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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