Matthew Babson
Matthew Babson is a registered investment advisor at Good Harbor Advisors, INC., based in Gloucester, MA, with 15 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 233 clients with $290M 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 $300K | 1.00% |
| $300K - $900K | 0.95% |
| $900K - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees may be negotiable based on the amount of assets under management, complexity of client goals and objectives, and level of services rendered. Accounts for members of the same household can be combined for fee paying purposes.
Fee Estimator
Location
1 Blackburn Drive, Gloucester, MA, 01930
Get directionsHistory
Regulatory History (1)
Regulatory
March 2015Other Business Activities
Matthew is involved with Mad Dog Realty, LLC, a real estate holding firm, since 2004. He spends minimal time on this non-investment related activity and derives minimal income from it.
Employment History
Current Registrations
Good Harbor 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.