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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 117 clients with $73M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
7009 Dr Phillips Blvd, Suite 260, Orlando, FL, 32819
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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.