Matthew Marcello
Matthew Marcello is a CFP-designated registered investment advisor at United Capital Financial Advisors, based in Dallas, TX, with 18 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B 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 - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
Dallas, TX
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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 is a managing partner at Soundwatch Capital, LLC, a registered investment advisor, dedicating about 10-20% of his time. He is also a managing partner at Apexium Insurance Services LP, an insurance agency, spending about 10-20% of his time there as well.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Apexium Financial LP
Soundwatch Capital, LLC
Purshe Kaplan Sterling InvestmentsBroker
MML Investors Services, INC.Broker
A.B. Watley, INC.Broker
Hold Brothers On-Line Investment Services L.L.C.Broker
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.