Matthew Pistorio
Matthew Pistorio is a registered investment advisor at Geneva Capital Management LLC, based in Milwaukee, WI, with 19 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 4,141 clients with $6.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneva Capital Management's fees are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on factors like the investment style, how your assets are allocated, the type of client you are, the size of your account, and the services you need. Fees are typically billed quarterly, based on the average value of your account at the end of each month in the quarter.
Location
411 E. Wisconsin Ave., Suite 2320, Milwaukee, WI, 53202-4461
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew works as a Client Portfolio Manager for Geneva Capital Management LLC, focusing on asset management. This role takes more than full-time hours.
Employment History
Current Registrations
Geneva Capital Management LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Janus Henderson DistributorsBroker
Geneva Capital Management LLC
Foreside Fund Services, LLCBroker
Henderson Global Investors
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations51 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.