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Matthew Seth Rinkey

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
220 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$377.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $250K1.50%
$250K - $500K1.35%
$500K - $1000K1.20%
$1.0M - $3.0M1.00%
$3M+0.90%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,500
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Location

11622 El Camino Real, Suite 100, San Diego, CA, 92130

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew is the President and Owner of Illumination Family Office since 2021, providing family office services to individuals and businesses.

Employment History
Current Registrations
Illumination Wealth Management
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
Ben Rinkey and Associates, LLC
January 2015 - December 2016 · 1 yr 11 mos
State Registrations7 states
CACOFLILMNNYTX
Advisor
Exams
No exam information available for this advisor.
Matthew Seth Rinkey - Financial Advisor | TrueAdvisor