Matthew Haefner
Matthew Haefner is a CFP-designated registered investment advisor at Monograph Wealth Advisors, LLC, based in Manhattan Beach, CA, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 213 clients with $3.2B 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 | 1.00% |
Monograph Wealth Advisors generally charges an annual fee of less than 1% of assets under management, with a minimum annual fee of $85,000. Fees are negotiable based on account complexity, size, and other factors. Fixed annual fees ranging from $100,000 to $600,000 may be used in place of percentage fees.
Fee Estimator
Location
1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266
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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 →Employment History
Current Registrations
Monograph Wealth Advisors, LLC
Previous Registrations
Oakwood Capital Management LLC
Credit Suisse Securities (USA) LLC
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
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