Matthew Palumbo
Matthew Palumbo is a registered investment advisor at Palumbo Capital Group, LLC, based in Edmond, OK, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable. Clients may aggregate household assets to achieve a lower rate. When using sub-adviser services with SIMC, the platform fee is separate from our management fee, which is 0.10%.
Fee Estimator
Location
3209 S. Broadway, Ste. 229, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2006Other Business ActivitiesSells Insurance
Matthew owns Guidance Northwest Insurance, LLC since 2017 and is an executive manager of operations at Bob Moore, Inc. He is also a managing member/IAR at Palumbo Capital Group, LLC and Esoteric Wealth Partners, LLC, and owns Palumbo Holdings, LL. The insurance business is investment-related.
Employment History
Current Registrations
Palumbo Capital Group, LLC
Esoteric Wealth Partners LLC
Previous Registrations
LPL Financial LLC
Waddell & Reed, INC.
State Registrations3 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.