MR
CFP
MR
CFP

Matthew Rembish

6 Years of Experience
Boonton, NJ

Matthew Rembish is a CFP-designated registered investment advisor at Onedigital, based in Boonton, NJ, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
388 advisors
Number of Clients
18,203 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$155.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

305 West Main Street, Suite 1151, Boonton, NJ, 07005

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Onedigital
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Aurora Private Wealth, INC.
February 2020 - December 2022 · 2 yrs 10 mos
Apw Capital, INC.Broker
November 2019 - December 2022 · 3 yrs 1 mo
State Registrations1 state
NJ
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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