Matthew Garasic is a CFP-designated registered investment advisor at Unrivaled Wealth Management, based in Salem, OH, with 5 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, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 11 clients with $12M 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 | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
The annual advisory fee is paid quarterly in advance. The advisory fee is a blended tier.
Fee Estimator
Contact
Matthew Garasic
Location
Salem, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Unrivaled Wealth Management
Previous Registrations
Gentrust
Strategic Wealth Partners, LTD.
State Registrations2 states
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