Matthew Burton is a CFA-designated registered investment advisor at Narwhal Capital Management, based in Marietta, GA, 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 365 clients with $2.1B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
531 Roselane Street, Suite 420, Marietta, GA, 30060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is a board member and chairman of the board for Matsco Incorporated and C.W. Matthews Contracting Incorporated, spending nearly full-time on this activity. He is also a partner in Kenview Capital LLC, a family business, dedicating a few hours per week to communication, philanthropy, and vetting investment opportunities.
Employment History
Current Registrations
Narwhal Capital Management
State Registrations2 states
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