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Matthew Barr is a registered investment advisor at Wick Capital Partners, LLC, based in Wayne, PA, 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 367 clients with $930M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
367 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$929.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and may vary based on account size, complexity of asset structures, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
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Financial
March 2018Final
Employment History
Current Registrations
Wick Capital Partners, LLC
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
AXA Advisors, LLC
April 2016 - March 2019 · 2 yrs 11 mos
AXA Advisors, LLCBroker
September 2015 - March 2019 · 3 yrs 6 mos
State Registrations1 state
PA
Advisor
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
No exam information available for this advisor.
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