MB
CFP
MB
CFP
Matthew Barrovecchio
21 Years of Experience
Odessa, FL
1 Disclosure
Matthew Barrovecchio is a CFP-designated registered investment advisor at Christian Financial Advisors, based in Odessa, FL, with 21 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 469 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
469 clients
Average Client Portfolio
$400K average
Assets Under Management
$187.7M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Odessa, FL
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2023Final
Employment History
Current Registrations
Christian Financial Advisors
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Vanguard Advisers, INC.
May 2017 - February 2024 · 6 yrs 9 mos
Vanguard Marketing CorporationBroker
November 2004 - February 2024 · 19 yrs 3 mos
American Express Financial Advisors, INC.
July 2004 - September 2004 · 2 mos
American Express Financial Advisors INC.Broker
July 2004 - September 2004 · 2 mos
Ids Life Insurance CompanyBroker
July 2004 - September 2004 · 2 mos
State Registrations2 states
FLTX
Advisor
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
No exam information available for this advisor.