Matthew Deaton
Matthew Deaton is a registered investment advisor at Acute Investment Advisory, based in Mesa, AZ, 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 Investment Management. Their firm serves 787 clients with $240M 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 | 1.30% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.20% |
Fees are negotiable based on assets under management, complexity of goals, and level of service.
Fee Estimator
Location
4856 East Baseline Road, # 104, Mesa, AZ, 85206
Get directionsHistory
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 member of Acute Financial, LLC, providing insurance services and sales, dedicating nearly full-time hours to this role. He is also a real estate agent for Ashby Realty Group, LLC, but spends minimal time on this activity.
Employment History
Current Registrations
Acute Investment Advisory
State Registrations3 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.