Matthew Callahan is a CFP, ChFC-designated registered investment advisor at Seaside Wealth Management, INC., based in Carlsbad, 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, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 380 clients with $460M 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 | 1.25% |
Maximum annual fee is 1.25% of assets under management. Fees are generally not negotiable and are billed quarterly in advance.
Fee Estimator
Location
6154 Innovation Way, Carlsbad, CA, 92009
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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.
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Matthew is a Wealth Manager at Seaside Wealth Management and a Registered Representative of Purshe Kaplan Sterling Investments, dedicating full-time hours to each. He also serves as Treasurer for the San Diego Chapter of the UNM Alumni Association, spending minimal time, and is a contractor for Sagehaven Properties LLC, a home development company, spending a few hours per week.
Employment History
Current Registrations
Seaside Wealth Management, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
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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