Matthew Weatherbie is a CFA-designated registered investment advisor at Weatherbie Capital, LLC, based in Boston, MA, with 30 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 172 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 $25.0M | 0.95% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.80% |
Fee schedule is for Select 15 and Specialized Growth strategies. Fees are negotiable. Weatherbie generally receives fees ranging between 0.30% and 0.50% of an account’s market value annually for wrap programs.
Fee Estimator
Location
265 Franklin Street, Suite 1601, Boston, MA, 02110
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 →Employment History
Current Registrations
Weatherbie Capital, LLC
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.