Matthew Geremia
Matthew Geremia is a CFP-designated registered investment advisor at Ashwood Advisors, based in Medfield, MA, with 7 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 99 clients with $99M 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 $50K | 1.81% |
| $50K - $500K | 1.06% |
| $500K - $1000K | 0.81% |
| $1.0M - $3.0M | 0.56% |
| $3M+ | 0.56% |
Fees are negotiable. Client accounts from one household may be consolidated to aggregate account values for fee calculations.
Fee Estimator
Location
5 North Meadows Road, 2cd Fl. Unit 1D, Medfield, MA, 02052
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 sells fixed insurance, dedicating minimal time to this activity. He also works as an Investment Advisor and Registered Representative of Commonwealth Financial Network, taking about two-thirds of his time.
Employment History
Current Registrations
Ashwood Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations5 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.