Matthew Raher
Matthew Raher is a registered investment advisor at Birchcroft Investments, LLC, based in Boston, MA, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $610K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Birchcroft Investments offers two fee options for its pooled investment fund:
- Option 1 (for qualified clients only): 0.5% of your portfolio per year, plus 10% of net profits. The asset fee is deducted monthly, and the performance fee is deducted annually. There's a high-water mark, meaning you won't pay a performance fee in years following a loss until your account is back to even.
- Option 2 (available to all clients): 2.0% of your portfolio per year. This fee is deducted monthly, and there are no performance-based fees.
Location
Boston, MA
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Regulatory History (1)
Regulatory
February 2018Other Business Activities
Matthew works full-time as a Regional Site Controller for Carvana Co., overseeing accounting and financial projects. He will not trade financial instruments related to Carvana to avoid conflicts of interest.
Employment History
Current Registrations
Birchcroft Investments, 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.