Matthew Valentine is a registered investment advisor at Focus Partners Wealth, LLC, based in Needham, MA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
140 Kendrick Street, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns and manages multiple rental properties, dedicating about 10-20% of his time to one property and a few hours per week to the others. He also holds a real estate broker license, spending minimal time submitting offers on his own behalf.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Gw & Wade, LLC
Gw & Wade Asset Management Company, LLCBroker
State Street Global Advisors Funds Distributors, LLCBroker
Brighton House Associates, LLC
Bha Select Network, LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Nylife Securities INC.Broker
State Registrations1 state
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