Matthew Latarewicz
Matthew Latarewicz is a CFA-designated registered investment advisor at Heron Bay Capital Management, based in Bloomfield Hills, MI, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 127 clients with $640M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Clients in small cap core allocations are charged at flat rate of up to 1.50%. Minimum annual fee of $500 per account. Fees may be negotiable.
Fee Estimator
Location
40701 Woodward Ave, Suite 104, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Heron Bay Capital Management
State Registrations1 state
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