Matthew Oconnor
Matthew Oconnor is a registered investment advisor at Capitol Private Wealth Group LLC, based in Philadelphia, PA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 572 clients with $560M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
Philadelphia, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Matthew has a DBA under Webster Investment Services, Inc. since 2011. He also has a financial institution duty with Webster Bank and a DBA for his LPL business.
Employment History
Current Registrations
Capitol Private Wealth Group LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Webster Investment Services, INC.Broker
State Registrations6 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.