Matthew Beem is a CFA-designated registered investment advisor at Black Toro LLC, based in Montevideo, with 17 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 35 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Black Toro may charge a fixed annual fee of up to $300,000 or an annual fee based on a percentage of the assets they manage, up to 2%. Fees are negotiated individually. In the case of accounts opened with Interactive Brokers through BlackToro, the firm assumes all brokerage commissions for the Clients, as part of the Custody Agreement with IB. Please note that this agreement may change in the future an clients may be required to cover all applicable brokerage commissions, transaction fees, custodian fees and other related costs and expenses.
Location
Montevideo
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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.
Learn about disclosures →Other Business Activities
Matthew provides investment consultations and economic analysis to Black Toro. This activity is investment-related.
Employment History
Current Registrations
Black Toro LLC
Previous Registrations
Vectorglobal WmgBroker
Efg Capital International CORP.
Efg Capital Advisors INC.
Efg Asset Management (americas) CORP.
Efg Capital InternationalBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Vectorglobal WmgBroker
Stanford Group CompanyBroker
State Registrations1 state
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