David Matulewicz
David Matulewicz is a registered investment advisor at Holos Integrated Wealth, based in Kennett Square, PA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 225 clients with $230M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable and billed monthly in advance.
Fee Estimator
Location
224 East Street Rd., Office B2Ab, Kennett Square, PA, 19348
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
David is involved with Raffa Financial Services Inc and BKA Private Wealth Consultants, focusing on insurance services for clients. He is also a member of Delta Consulting Partners, LLC, a personal services company, but dedicates no time to this activity.
Employment History
Current Registrations
Holos Integrated Wealth
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Triad Advisors LLCBroker
Triad Hybrid Solutions, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
New England SecuritiesBroker
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.
Exams
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