Matthew Mendelsohn is a registered investment advisor at Portfolioarc, L.L.C., based in Arlington, VA, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $30M 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 $300K | 1.58% |
| $300K - $750K | 1.48% |
| $750K - $2.0M | 1.38% |
| $2.0M - $5.0M | 1.28% |
| $5M+ | 1.18% |
Fees are negotiable in unique circumstances. Strategic Index-Hedged Platform fee is 1.88%.
Fee Estimator
Location
Arlington, VA
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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 →Employment History
Current Registrations
Portfolioarc, L.L.C.
Previous Registrations
Intersecurities, INC.
State Registrations1 state
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