Matthew Fallesen
Matthew Fallesen is a registered investment advisor at Park Avenue Securities LLC, based in Temecula, CA, with 11 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, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
27450 Ynez Road, Suite 212, Temecula, CA, 92591
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Regulatory History (3)
Judgment / Lien
January 2021Judgment / Lien
January 2021Judgment / Lien
January 2019Other Business ActivitiesSells Insurance
Matthew is the Founder/CEO of Redy U, Inc., a life skills education company, and also teaches music at Palomar College, Cal State San Marcos and San Diego Master Chorale. He also works full-time at Wealth Redy & Insurance Solutions, Inc. providing financial services and insurance solutions.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Farmers Financial Solutions, LLCBroker
State Registrations5 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.