Matthew Foertsch
Matthew Foertsch is a registered investment advisor at Athena Wealth Management, LLC, based in Reno, NV, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 143 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Athena Wealth Management offers two investment management services:
- Comprehensive Portfolio Management: Includes asset management and financial planning or consulting. The maximum annual fee is 2.00% of the value of your portfolio.
- Asset Management: A portfolio is created consisting of various securities. The maximum annual fee is 1.75% of the value of your portfolio.
Fees are negotiable and are deducted from client accounts monthly.
Location
540 W. Plumb Lane, #201, Reno, NV, 89509
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 ActivitiesSells Insurance
Matthew sells fixed insurance, including life insurance and annuities, dedicating a few hours per week. He also serves as a trust protector for two irrevocable trusts, spends about a quarter of his time running Athena Wealth Management, LLC, and dedicates minimal time to real estate management and tax preparation.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
Athena Wealth Management, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Foothill Securities, 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.