Natalie Cooper is a registered investment advisor at Matty Ai INC., based in Greenville, SC, with 9 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 133 clients with $37K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Matty AI Inc. provides investment management services through an online app. The fee is 3% of funds added to your account. This fee is automatically deducted before the funds are deposited into your account. You can cancel your account and withdraw your funds at any time.
Location
5 Tryon Ave., Greenville, SC, 29609
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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
Natalie owns Balanced Bookmasters, providing bookkeeping services since 2021. This activity is not investment-related.
Employment History
Current Registrations
Matty Ai INC.
Previous Registrations
Sentry Wealth, INC.
State Registrations1 state
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.