Matthew Bugarin is a CFA-designated registered investment advisor at 12th Street Asset Management, based in Nashville, TN, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 522 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
12th Street Asset Management charges up to 1.0% of the market value of your portfolio annually for investment management. The specific fee is detailed in your investment management agreement and may be negotiable. Minimum account size is $1,000,000, but 12th Street may manage accounts below this minimum.
Location
102 Woodmont Blvd., Suite 460, Nashville, TN, 37205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
12th Street Asset Management
Previous Registrations
Woodmont Investment Counsel, LLC
State Registrations1 state
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