Matthew Burnias is a registered investment advisor at Mb Blue GP LLC, based in Santa Monica, CA, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 28 clients with $2.6M 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 - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees are generally negotiable. Other programs include AssetMark third-party program with a total fee of up to 1.85%.
Fee Estimator
Location
100 Wilshire Blvd, Suite 700, Santa Monica, CA, 90401
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Matthew is a director at Ekklesia Rising, a parachurch organization, and owns Sparrow Family Farms, functioning as a Corporate Rep for ROVIBEC Agri solution. He also works as a realtor at "The Buxman Group-RS BLACKHAWK".
Employment History
Current Registrations
Mb Blue GP LLC
Previous Registrations
Transamerica Financial Advisors, INC.
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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