Matthew Benson
Matthew Benson is a CFP-designated registered investment advisor at Opes Mvb Capital, LLC, based in Santa Rosa Valley, CA, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 13 clients with $18M 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 $5.0M | 1.15% |
| $5M+ | 0.95% |
Fees are generally negotiable.
Fee Estimator
Location
2439 Blanchard Place, Santa Rosa Valley, CA, 93012
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 ActivitiesSells Insurance
Matthew is licensed to sell insurance and is also a real estate investor and developer. He dedicates a few hours per week to these activities and receives no commission or salary.
Employment History
Current Registrations
Opes Mvb Capital, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
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.