David Matias is a registered investment advisor at Robertson Stephens, based in Lincoln, MA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
55 Old Bedford Road, Suite 306, Lincoln, MA, 01773
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 Activities
David is the managing member of the general partner (GP) for three venture funds and owns the two GPs that oversee these funds. This takes a few hours per week.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Vodia Ventures, LLC
Vodia Capital, LLC
State Registrations4 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.