Matthew Alatorre is a CFP-designated registered investment advisor at Stone Tower Wealth Advisors, based in Cincinnati, OH, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are paid monthly in arrears and are negotiable. Household accounts may be aggregated. Financial planning is included at no extra cost for wealth management clients.
Fee Estimator
Location
4555 Lake Forest Drive, Suite 650, Cincinnati, OH, 45242
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 →Other Business Activities
Matthew is a board member for Fairfield YMCA and on the investment committee for Greater Miami Valley YMCA, both charitable organizations. He dedicates minimal time to these activities, engaging the community and assisting with fund management in line with the YMCA's goals.
Employment History
Current Registrations
Stone Tower Wealth Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Fifth Third Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations2 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
More Advisors
- Jamie Caudill, CFPAdvice and Planning Services
- Amanda Simmons, CFPMariner
- Andrew Kucia, CFPJohnson Investment Counsel, INC.
- Joseph Hack, CFPMai Capital Management, LLC
- Michael Yannucci, CFPCommonwealth Financial Network
- Joseph Patterson, CFPFoster & Motley INC