Joseph Matelich is a registered investment advisor at Physician Advising LLC, based in Newport, WA, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 26 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Physician Advising LLC offers investment management services at no additional fixed fee to clients who are already engaged in an active hourly financial planning agreement. Investment management may include identifying an asset allocation strategy that balances your financial goals and risk tolerance, which is implemented by Physician Advising at a qualified custodian. Either you or Physician Advising can terminate the engagement at any time without cancellation fees.
Location
Newport, WA
Get directionsHistory
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
Physician Advising LLC
Previous Registrations
Rosecap Investment Advisors, LLC
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.