Matthew Treskovich
Matthew Treskovich is a CFP-designated registered investment advisor at Flavin Financial Services, INC., based in Melbourne, FL, 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 Investment Management, Retirement Planning. Their firm serves 182 clients with $200M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on each client’s unique situation.
Fee Estimator
Location
2200 S. Babcock Street, Melbourne, FL, 32901
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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 is a managing member of Global Management Advisors LLC (technology consulting) and Liberty Holdings of Brevard LLC (horse training), though he spends no time on these activities. He is also a partner at Flavin, Nooney & Person accounting firm (full-time) and treasurer for Scouts BSA Troop 323, and a member of the AICPA investment committee (minimal time).
Employment History
Current Registrations
Flavin Financial Services, INC.
Previous Registrations
Cps Investment Advisors
State Registrations2 states
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