Lyle Hatch
Lyle Hatch is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 47 years of industry experience. Lyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 360 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lyle Hatch, through Jeffrey Matthews Wealth Management, offers investment advisory services. Clients can choose between an advisory account, where they pay a percentage of their assets, or a brokerage account, where they pay commissions on each transaction. Mr. Hatch may receive 12b-1 fees from mutual fund companies and a finder's fee of up to 1% on certain mutual fund purchases when a client's holdings exceed $1 million. These fees are applied to the overall account so that the total fees will not exceed the advisory fee schedule. The advisory fees are negotiable.
Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 1998Customer Dispute
August 1997Criminal
January 1979Civil
August 1976Other Business Activities
Lyle is a board member for the borough of Hawthorne NJ zoning board since January 2021. This requires a few hours per week.
Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
The Jeffrey Matthews Financial Group, L.L.C.Broker
Previous Registrations
The Gms Group, LLC
The Gms Group, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Gibraltar Securities CO.Broker
E.A. Moos & CO. L.P.Broker
Bevill, Bresler & Schulman IncorporatedBroker
Hanauer, Stern & Company,incorporatedBroker
State Registrations7 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.