Matthew Burnell is a CFP-designated registered investment advisor at American Investment Services INC, based in Malta, NY, with 11 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 378 clients with $1.1B 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 | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $150.0M | 0.28% |
| $150M+ | 0.15% |
Fees are negotiable based on client circumstances. Sub-Advised Unified Managed Accounts charge an additional 0.23% annual fee paid to Dimensional Fund Advisors.
Fee Estimator
Location
Malta, NY
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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
American Investment Services INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
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.
Exams
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