Matthew Haushalter
Matthew Haushalter is a registered investment advisor at American Harbour Wealth Management, LLC, based in Orlando, FL, with 14 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 200 clients with $95M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Family household accounts may be combined to determine breakpoints.
Fee Estimator
Location
7009 Dr Phillips Blvd, Suite 260, Orlando, FL, 32819
Get directionsHistory
Regulatory History (1)
Regulatory
December 2022Employment History
Current Registrations
American Harbour Wealth Management, LLC
Previous Registrations
Delta Capital Management, LLC
Delta Securities Company, LLCBroker
Investment Advisors
Proequities, INC.Broker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations1 state
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
More Advisors
- Eric Hoebbel, CFPAmerican Harbour Wealth Management, LLC
- Rebecca Robey, CFPStonebridge Financial Planning Group, LLC
- Carlton Stokes, CFPSchwab Wealth Advisory, INC.
- Jacob Carris, CFA, CFPJake Carris Financial Planning
- Allison Young, CFPStonebridge Financial Planning Group, LLC
- Bruce Baltich, ChFCState Farm Investment Management CORP.