Matthew Underwood
Matthew Underwood is a CFA-designated registered investment advisor at Global Strategic Nextgen Ocio, based in Scottsdale, AZ, 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 High Net Worth, Investment Management. Their firm serves 129 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GSIS provides customized investment solutions, and the advisory fee is individually negotiated, generally ranging between 0.15% and 0.70% of the value of your portfolio. The annual fee is subject to a $25,000 minimum. A separate fee may be negotiated for additional project-based services including support of externally-held investment assets such as legacy private market investment interests.
Location
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (1)
Civil
March 2025Other Business Activities
Matthew is a limited agent on family retirement accounts, rebalancing and structuring fund withdrawals and additions. He dedicates minimal time to this activity.
Employment History
Current Registrations
Global Strategic Nextgen Ocio
Previous Registrations
Formula Folio Investments
Retirement Wealth Advisors, INC.
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
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.