Matthew Carpenter is a registered investment advisor at Cfs Financial, LLC, based in Salem, MA, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.4M 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% |
Fees are generally negotiable. CFS may direct clients to Matson Money and will charge an annual fee of 1% on all accounts. This is separate from the expense ratio (~0.49% annually) associated with the Matson Money mutual funds.
Fee Estimator
Location
10 Federal Street, Suite 410, Salem, MA, 01970
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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 owns a consulting firm that guides families through college admission and financial aid processes. He does not receive commissions from this activity.
Employment History
Current Registrations
Cfs Financial, LLC
Previous Registrations
Cfs Financial, LLC
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.