Martin Matousek
Martin Matousek is a CFP-designated registered investment advisor at Cadia Private Client LLC, based in Parsippany, NJ, with 17 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 122 clients with $190M 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 $2.0M | 1.00% |
| $2M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
1 Gatehall Drive, Suite 307, Parsippany, NJ, 07054
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
Martin uses Cadia Private Client for his investment advice business through Private Advisor Group, LLC. He also sells insurance products as an independent insurance agent, which is separate from his advisory services.
Employment History
Current Registrations
Cadia Private Client LLC
Previous Registrations
Private Advisor Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
Reuven Enterprises Securities Division, LLCBroker
State Registrations2 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.