Matthew Davis
Matthew Davis is a CFP-designated registered investment advisor at Sherwood Financial Partners, LLC, based in Westlake Village, CA, with 13 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $260M 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 | 0.80% |
This is for Portfolio Management. Family Office Engagement is 0.60%. Basic Investing Engagement is 0.40%. Fees are negotiable.
Fee Estimator
Location
2475 Townsgate Road, Suite 210, Westlake Village, CA, 91361
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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
Sherwood Financial Partners, LLC
Previous Registrations
Cedarstone Advisors
Manchester Financial INC
State Registrations3 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.