Matthew Pohlman is a registered investment advisor at Resurgent Advisors, based in Chapel Hill, NC, 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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 381 clients with $350M 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 | 2.25% |
Clients can be charged up to 2.25% annually on assets managed. Fees are generally negotiable.
Fee Estimator
Location
1805 E. Franklin Street Suite 100, Chapel Hill, NC, 27514
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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 →Other Business Activities
Matthew serves as a financial officer and board member for Pohlman CPA, PA, providing annual review and management/business guidance since 2007. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Resurgent Advisors
Previous Registrations
East Franklin Capital, LLC
Genspring Family Offices, LLC
Franklin Street Advisors INC.
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.
Exams
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