Matthew Romeo is a CFP-designated registered investment advisor at Everhart Advisors, based in Dublin, OH, with 21 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,534 clients with $1.9B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Location
5200 Rings Road, Dublin, OH, 43017
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2023Regulatory
January 2016Other Business Activities
Matthew is a member of 535 Metro Place South LLC, which owns Everhart Advisors' business location and rents a portion to tenants. He is also a consultant and non-executive chairman for Lighthouse Behavioral Health Solutions LLC, a partner in Chase Avenue Holdings LLC (rental property), and a partner in Cheer Combine LLC and Biscardi Romeo Lighthouse LLC (business investing).
Employment History
Current Registrations
Everhart Advisors
Previous Registrations
Mid Atlantic Capital CorporationBroker
Cambridge Investment Research, INC.Broker
State Registrations3 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.