MT
CFA
MT
CFA

Matthew Tangel

1 Year of Experience
Teaneck, NJ

Matthew Tangel is a CFA-designated registered investment advisor at Systematic Financial Management LP, based in Teaneck, NJ, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 177 clients with $4.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
177 clients
Average Client Portfolio
$23.8M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $75.0M0.75%
$75M+0.60%

Rates shown are for the Small Cap Free Cash Flow strategy. Other strategies have different schedules: SMID Cap charges 0.85% up to $25M, 0.75% for the next $50M, and 0.60% over $75M; Mid Cap charges 0.75% up to $25M, 0.50% for the next $50M, and 0.40% over $75M. Fees are negotiable.

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

300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ, 07666

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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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Employment History
Current Registrations
Systematic Financial Management LP
September 2025 - Present · 1 yr 1 mo
State Registrations1 state
NJ
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.
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