Matthew Taub
Matthew Taub is a registered investment advisor at Taub Investment Planning Services LLC, based in Beachwood, OH, with 9 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, Financial Planning & Coaching, Investment Management, Medical Professionals, and 1 more. Their firm serves 1 clients with $270K 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fee Estimator
Location
Beachwood, OH
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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 ActivitiesSells Insurance
Matthew is the owner of Taub Investment Planning Services, LLC, a Registered Investment Advisor, dedicating about 10-20% of his time to insurance sales. He also spends about a quarter of his time as an IAR and owner of the RIA.
Employment History
Current Registrations
Taub Investment Planning Services LLC
Previous Registrations
Mdrn Capital
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
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.