Mathew Goldberg
Mathew Goldberg is a registered investment advisor at Manhattan Wealth Management Group, based in New York, NY, with 24 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $750K | 1.30% |
| $750K - $1000K | 1.10% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
370 Lexington Avenue, Suite 1512, New York, NY, 10017
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
January 2026Customer Dispute
July 2008Customer Dispute
April 2008Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Mathew operates Manhattan Wealth Management Group as a DBA for his LPL business and is an IAR for MPWM Advisory Solutions LLC, spending about half his time on the latter. He also engages in non-variable insurance activities, dedicating minimal time to it.
Employment History
Current Registrations
Manhattan Wealth Management Group
LPL Financial LLCBroker
Previous Registrations
Mpwm Advisory Solutions LLC
LPL Financial LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.