Matthew Mcnelis
Matthew Mcnelis is a registered investment advisor at Gladstone Wealth Partners, based in Somers, NY, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B 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 | 2.00% |
Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.
Fee Estimator
Location
Somers, NY
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew works in an administrative role for a preventative health and wellness company, dedicating minimal time to setting appointments. He is also an assistant varsity basketball coach and an independent insurance agent selling property and casualty insurance products, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Gladstone Wealth Partners
Stage Wealth Management, INC.
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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
More Advisors
- Glenn HechlerGladstone Wealth Partners
- Michael Peist, CFPCetera Investment Advisers LLC
- Kjersten Lazar, CFPRaymond James & Associates, INC.
- Glenn Bianco, CFPRBC Capital Markets, LLC