Matthew Taranto
Matthew Taranto is a CFA-designated registered investment advisor at Mountainpoint Investment Advisors, based in Bernardsville, NJ, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 11 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the discretion of MountainPoint.
Fee Estimator
Location
Bernardsville, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a Senior Vice President at Everest Group Limited, a property & casualty reinsurance and insurance company. He manages the company's internal general account asset portfolio, dedicating full-time hours to this role.
Employment History
Current Registrations
Mountainpoint Investment Advisors
State Registrations1 state
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