Paul Matthews
Paul Matthews is a registered investment advisor at Rpm Capital Management, LLC, based in Rye Brook, NY, with 42 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 148 clients with $74M 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 $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees may be higher or lower based on the nature of the account. Lower fees for comparable services may be available from other sources. Factors affecting fee percentages include the size of the account, complexity of asset structures, length of time the client has been with the firm, and other factors.
Fee Estimator
Location
800 Westchester Avenue, Suite 641 North, Rye Brook, NY, 10573
Get directionsHistory
Regulatory History (1)
Regulatory
May 1988Other Business Activities
Paul is the president of 504 Imports & Distribution, spending about half their time importing products, primarily wine, for wholesale or retail sales.
Employment History
Current Registrations
Rpm Capital Management, LLC
Previous Registrations
Blackrock Investments, INC.Broker
Bfm Advisory, L.P.Broker
Salomon Brothers INC.Broker
U.S. Mutual Securities CORP.Broker
Dillon, Read & CO. INC.Broker
Loeb PartnersBroker
Loeb Rhoades & CO. INC.Broker
Loeb, Rhoades & CO. INC.Broker
Spencer Trask & CO. IncorporatedBroker
State Registrations1 state
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.