Matthew Dellovo is a registered investment advisor at Bfa Wealth Management, based in Boca Raton, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 29 clients with $12M 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 | 1.50% |
The annual fee may be negotiable for accounts with more than $5,000,000 of assets. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3013 Yamato Rd Suite B12, 121, Boca Raton, FL, 33434
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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 Activities
Matthew is involved with MJD Partners LLC (dissolved in 2023) and another MJD Partners LLC as an investor in a water dispenser company, dedicating minimal time to each. He also dedicates minimal time to investment overview for Gulfstream Global Partners and CopperForge Capital, both real estate ownership/development companies.
Employment History
Current Registrations
Bfa Wealth Management
Previous Registrations
Ferris Capital, LLC
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.