Matthew Washek
Matthew Washek is a registered investment advisor at Global Retirement Partners LLC, based in Framingham, MA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
5 Whittier St, 4th Floor, Framingham, MA, 02466
Get directionsHistory
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 sells life insurance, fixed annuities, long-term care, and health insurance, dedicating minimal time to this. He also provides investment advisory services through Global Retirement Partners, taking about a quarter of his time, and operates MW Bridge Financial, dedicating full-time hours.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Morgan Stanley Dw INC.Broker
State Registrations14 states
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