Matthew Hague is a CFP-designated registered investment advisor at Guide Wealth Management, based in Putnam Valley, NY, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 38 clients with $42M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable at the discretion of the principal. Wealth management clients are subject to a client-specific minimum fee starting at $15,000 per year.
Fee Estimator
Contact
Matthew Hague
Location
Putnam Valley, NY
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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 operates Guide Tax Management, a tax business. He spends about 30% of his time on this activity from January through April 15th, split evenly between securities trading hours and outside of those hours.
Employment History
Current Registrations
Guide Wealth Management
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.
Exams
Additional Information
Matthew Hague is a Certified Financial Planner™ and Enrolled Agent.