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David Matt
15 Years of Experience
Washington, MI
1 DisclosureSells Insurance
David Matt is a registered investment advisor at Ruby Financial, based in Washington, MI, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Washington, MI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2013Denied
Other Business ActivitiesSells Insurance
David holds life, health, and accident insurance licenses to provide insurance products to his clients as needed. He is also the president of Ruby Financial since 2006, and his time spent on insurance-related activities varies based on client needs.
Employment History
Current Registrations
Ruby Financial
October 2010 - Present · 15 yrs 7 mos
State Registrations1 state
MI
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.