Matthew Blind is a CFA-designated registered investment advisor at Inflection Capital Management, LLC, based in Hingham, MA, with 9 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.
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% |
Fees are tailored individually by client need, negotiated and agreed upon at the beginning of the relationship.
Fee Estimator
Location
18 Shipyard Drive, #2a, Hingham, MA, 02043
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 the CEO of The Oglethorpe Collective, LLC, doing business as Inflection Capital Management, LLC, dedicating nearly full-time hours to this role. He is also an owner and member of the advisory board for Bramalea Partners, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Inflection Capital Management, LLC
Previous Registrations
Tortoiseecofin Investments Partners, LLC
Tortoiseecofin Securities, LLCBroker
Fidelity Brokerage Services LLCBroker
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.