Matthew Rosen
Matthew Rosen is a registered investment advisor at Hyperion Wealth Management, LLC, based in Maitland, FL, with 14 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 43 clients with $38M 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 $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee Estimator
Location
225 S Swoope Ave, Maitland, FL, 32751
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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.
Learn about disclosures →Other Business Activities
Matthew works as a financial advisor for Hyperion Wealth Management full-time and is also the Director of Operations and fund manager for Hyperion Capital Advisors LLC, dedicating a few hours per week. Additionally, Matthew is the President and 100% owner of Gray Ghost Capital LLC, spending a few hours per week managing accounting, expenses, and cash flow, and is COO of Libertas Fund, LLC and Hyperion Decimus, LLC, spending a significant amount of time on these roles.
Employment History
Current Registrations
Hyperion Wealth Management, LLC
Previous Registrations
Sandlapper Wealth Management, LLC
Sandlapper Securities, LLCBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
State Registrations1 state
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