Matthew Short
Matthew Short is a CFP-designated registered investment advisor at Tiller Private Wealth, INC., based in Bethlehem, PA, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 348 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
The maximum annual investment management fee is 1.15%. A minimum of $1 million of assets under management is required for this service, though this may be negotiable.
Fee Estimator
Location
1412 Walter Street, Bethlehem, PA, 18015
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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 ActivitiesSells Insurance
Matthew is a licensed insurance agent, acting as a Senior Wealth Manager, offering life, accident, health, and annuity products since 2014. He dedicates a few hours per week to quoting, recommending, advising on, and reviewing insurance policies.
Employment History
Current Registrations
Tiller Private Wealth, INC.
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
PNC Investments
PNC InvestmentsBroker
Edward Jones
Edward JonesBroker
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.