Matthew Hisey
Matthew Hisey is a registered investment advisor at Foundations Investment Advisors LLC, based in Brunswick, OH, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
2888 Nationwide Parkway, Suite 107, Brunswick, OH, 44212
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Matthew owns The College Funding Connection, LLC, a college financial aid consulting business, and Tier 1 Retirement Specialists, LLC, which involves investments and insurance. He dedicates minimal time to these activities.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Virtue Capital Management, LLC
Next Financial Group, INC.
Linsco/private Ledger CORP.
Next Financial Group, INC.
Thrivent Investment Management INC.
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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