Matthew Pohl
Matthew Pohl is a registered investment advisor at Valley Wealth Managers, INC., based in Aventura, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 982 clients with $2.3B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees for fixed income only accounts are discounted at 50% of the prevailing rate. Fees and minimums are typically not negotiable, but VWM retains the right to modify fees in its sole discretion.
Fee Estimator
Location
19495 Biscayne Blvd., Suite 500, Aventura, FL, 33180
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Employment History
Current Registrations
Valley Wealth Managers, INC.
Valley Financial Management, INC.Broker
Previous Registrations
Valley Financial Management, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations20 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.