Matthew Sinkovitz
Matthew Sinkovitz is a registered investment advisor at Confluence Investment Management LLC, based in Beachwood, OH, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 14,862 clients with $6.7B 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 $500K | 0.60% |
| $500K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Representative fee schedule shown for All Cap Value strategy. Other strategies have different fee schedules ranging from 0.40% to 1.00% for the first tier. Fees are negotiable.
Fee Estimator
Location
3201 Enterprise Parkway, Suite 495, Beachwood, OH, 44122
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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 →Employment History
Current Registrations
Confluence Investment Management LLC
Previous Registrations
Gratry & Company, LLC
State Registrations1 state
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
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