Matthew Wolfe
Matthew Wolfe is a registered investment advisor at Garlikov Advisors INC, based in Columbus, OH, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, High Net Worth, Investment Management, and 1 more. Their firm serves 182 clients with $210M 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 $50K | 1.00% |
| $50K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for portfolios over $1M are blended across tiers (e.g., 1% on first $1M, 0.5% on next $1M, etc.). Fixed income only accounts are charged 0.25% annually with a $500 minimum fee. Fees for accounts over $10M are mutually agreed upon.
Fee Estimator
Location
41 S High St Ste 3400, Columbus, OH, 43215
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 is an independent insurance agent, spending minimal time on this activity. He also owns a CPA firm, M. R. Wolfe & Associates, LLC, taking about full-time hours, and Wolfe Planning, a CPE provider in Ohio, dedicating a few hours per week.
Employment History
Current Registrations
Garlikov Advisors INC
Previous Registrations
Capital City Investment Management Company, INC.
Cambridge Investment Research Advisors, INC.
Garlikov Advisors 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
More Advisors
- Bradley Roach, ChFCNationwide Investment Advisors, LLC
- Cooper Crawford, CFPJohnson Investment Counsel, INC.
- Regina Ponce, ChFCNationwide Investment Advisors, LLC
- Krista Cavalieri, CFPStrategic Advisers LLC
- Matthew Kirby, CFPHamilton Capital
- Geno Frissora, ChFCPark Avenue Securities LLC