Matthew Costa is a CFP-designated registered investment advisor at Foundation Wealth & Tax Advisors, LLC, based in Charlotte, NC, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 6 more. Their firm serves 79 clients with $49M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be as high as 1.5% when tactical capital preservation investment strategies are implemented where trading is more frequent. Total fee is based on the weighted percentage of assets in each tranche.
Fee Estimator
Contact
Matthew Costa
Location
Charlotte, NC
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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.
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Matthew is an accountant and principal at RCN & Associates LLC, dedicating nearly full-time hours to this role. He also owns MRC Financial Services, LLC, a holding company for his ownership interests in Bestgate Wealth Advisors, LLC and Foundation Wealth Advisors, LLC, providing tax consulting and preparation services.
Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
Previous Registrations
Bestgate Wealth Advisors, LLC
Park Avenue Securities LLC
Surepath Wealth Management
Court Place Advisors LLC
State Registrations5 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
Additional Information
Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER™ with over 15 years of tax and financial advisory experience. Besides being the Managing Partner at Foundation Wealth and Tax Advisors, Matt is a principal RCN & Associates LLC, a Maryland accounting firm. Before partnering in these firms, Matt was a tax manager at RSM, a top 5 national accounting firm. Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Finance, Accounting, and directed study in Economics in 2010. Matt works closely with both business owners and individuals to maximize their financial potential and security. In a world of changing technology and demographics, Matt is passionate about creating, preserving, and transferring wealth in a tax efficient and future minded way.