Matthew Schreiber is a registered investment advisor at Hartshorne Group, LLC, based in Red Bank, NJ, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CyWealth does not directly manage investments. Instead, they refer clients to investment managers like WBI Investments and other unaffiliated managers. CyWealth receives a portion of the fees charged by these managers as a referral fee, typically ranging from 0.25% to 1.00% of the assets managed by the referred manager. The investment manager's fees are separate from CyWealth's consulting fees.
Location
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ, 07701
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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 the President/Chief Investment Strategist at WBI Investments, dedicating full-time hours to this role. He also serves as a Trustee for Absolute Shares Trust, spending minimal time per month. Matthew is affiliated with Hartshorne Group and Millington Securities.
Employment History
Current Registrations
Hartshorne Group, LLC
Wbi Investments, LLC
Previous Registrations
Millington Securities, INC.Broker
Foreside Fund Services, LLCBroker
Millington Securities, INC.Broker
Quasar Distributors, 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.