Matthew Bostwick is a registered investment advisor at Lvz, INC., based in Belleair, FL, 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 2,387 clients with $970M 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 | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
Belleair, FL
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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 the owner of Coastline Capital Management, providing investment advisory services and selling fixed annuities, life insurance, and Medicare supplements. He also co-owns Balm Villa Properites, LLC, a short-term rental property, dedicating minimal time to this venture.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Mutual Trust CO. of America SecuritiesBroker
State Registrations1 state
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