Matt Breunig
Matt Breunig is a registered investment advisor at Santander Securities, based in West Windsor, NJ, with 20 years of industry experience. Matt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11,124 clients with $3.1B 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 $50K | 1.30% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.08% |
| $5.0M - $10.0M | 1.03% |
| $10M+ | 0.94% |
Rates shown are the primary Fund Strategist Programs Standard Rate schedule. Other programs such as Separately Managed Accounts and Unified Managed Accounts have separate fee schedules ranging from 0.70% to 1.40%. Fees may be negotiated on a case-by-case basis. Manager fees (0.15% to 1.00%) are charged separately.
Fee Estimator
Location
349 Princeton - Hightstown Road, West Windsor, NJ, 08550
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2018Employment History
Current Registrations
Santander Securities
Santander Securities LLCBroker
Previous Registrations
Capital One Sharebuilder, INC.Broker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
PNC Investments
PNC InvestmentsBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations14 states
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
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