Matthew Hickey is a registered investment advisor at Cwa Asset Management Group, based in Naples, FL, with 20 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 2 more. Their firm serves 1,829 clients with $4.1B 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 $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.55% |
| $45M+ | 0.50% |
Investment advisory fees are negotiable. Certain legacy advisory clients pay fees according to a different fee schedule, which could include fees of up to 1.75% of the first $1,000,000 of assets under management, and fees of up to 1.25% of any assets between $1,000,000 and $10,000,000. Clients investing in CWA’s Capital Tax Advantage Strategy (“CTAS”), a tax harvesting strategy, will pay .25% charged quarterly in advance and debited from Client’s account, in addition to the investment advisory fee paid to CWA.
Fee Estimator
Location
9130 Galleria Court, Third Floor, Naples, FL, 34109
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
Matthew is a registered representative with M Financial, spending minimal time on this. He also serves on the advisory board for Hurrdat and Opendorse, is a minority principal in SmartSports Solutions, and is an active board member for two foundations, dedicating a few hours per week to one and minimal time to the other.
Employment History
Current Registrations
Cwa Asset Management Group
Previous Registrations
Silverstone Asset Management INC
M Holdings Securities, INC.
LPL Financial LLC
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.