Matthew Marcewicz is a registered investment advisor at M Holdings Securities, INC., based in Reno, NV, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
8600 Technology Way, Suite 112, Reno, NV, 89521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the Director of Financial Analytics at Cypress Advisory Group, where he reads financial reports and creates security buy/sell lists, dedicating full-time hours. He is also a Managing Member of Longship LLC, but spends no time on this activity.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Sierra Legacy Group
Previous Registrations
Cypress Strategies
Universal Value Advisors
Ancora Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Painewebber INC.Broker
State Registrations2 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.