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Paul Matthews

Rpm Capital Management, LLC
42 Years of Experience
Corona Del Mar, CA
1 Disclosure
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Paul Matthews is a registered investment advisor at Rpm Capital Management, LLC, based in Corona Del Mar, CA, 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 High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 148 clients with $74M in assets under management.

Rpm Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
148 clients
Average Client Portfolio
$502K average
Assets Under Management
$74.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+0.90%

Fees are a guide and may be higher or lower based on account size, complexity of asset structures, and length of time with the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Corona Del Mar, CA

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History

Regulatory History (1)
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Regulatory
May 1988
Final
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Other 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
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Blackrock Investments, INC.Broker
July 1995 - February 2003 · 7 yrs 7 mos
Bfm Advisory, L.P.Broker
July 1990 - July 1995 · 5 yrs
Salomon Brothers INC.Broker
June 1985 - March 1990 · 4 yrs 9 mos
U.S. Mutual Securities CORP.Broker
June 1981 - April 1985 · 3 yrs 10 mos
Dillon, Read & CO. INC.Broker
February 1978 - April 1981 · 3 yrs 2 mos
Loeb PartnersBroker
January 1978 - February 1978 · 1 mo
Loeb Rhoades & CO. INC.Broker
January 1977 - January 1978 · 1 yr
Loeb, Rhoades & CO. INC.Broker
July 1974 - January 1977 · 2 yrs 6 mos
Spencer Trask & CO. IncorporatedBroker
December 1973 - June 1974 · 6 mos
State Registrations1 state
CT
Advisor

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Exams
No exam information available for this advisor.
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