Matthew Falkowski is a CFA-designated registered investment advisor at Seabridge Investment Advisors LLC, based in Atlanta, GA, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 201 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rates vary by strategy: International Strategy is 1.50%, Asia Strategy is 1.15%, Global Growth, Global Diversified, and Core Global are 1.10%, Yield Growth is 1.00%, and Cautious Core is 0.50%. Layered discounts apply for portions over $3M (75% of standard rate) and $10M (50% of standard rate).
Fee Estimator
Location
1777 Northeast Expressway NE, Suite 220, Atlanta, GA, 30329
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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 →Employment History
Current Registrations
Seabridge Investment Advisors LLC
State Registrations3 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.
Exams
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