Matthew Saneholtz is a CFA, CFP-designated registered investment advisor at Tobias Financial Advisors, based in Plantation, FL, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 383 clients with $1.2B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.35% |
Schedule reflects the Wealth Management service. The firm also offers an Investment Management Only service starting at 1.25% for the first $500K and 1.00% thereafter. Fees are negotiable.
Fee Estimator
Location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
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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
Tobias Financial Advisors
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.
Exams
Additional Information
Matthew D. Saneholtz, CFA, CFP®, EA serves as a Senior Wealth Advisor and co-owner of the firm.? During his almost two decades at Tobias Financial Advisors, Matthew has tackled a wide range of duties. Among his many responsibilities at the firm, Matthew provides financial planning and investment advisory services to our broad client base.
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