Matthew Spille is a registered investment advisor at Greyfox Investors LLC, based in Ventura, CA, with 8 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 7 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.40% |
Fees are negotiable. For clients with extended investment horizons seeking more aggressive strategies, GreyFox offers a tailored approach with an additional performance fee of 0.4% of your portfolio plus 20% of unrealized gains.
Fee Estimator
Location
Ventura, CA
Get directionsHistory
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 manages several rental properties under his own name since 2017. He dedicates a few hours per week to this activity, with minimal time spent during market hours.
Employment History
Current Registrations
Greyfox Investors LLC
Previous Registrations
Greyfox Investors LLC
Greyfox Investors LLC
State Registrations1 state
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.