Matthew Berti is a CFP-designated registered investment advisor at Rhp Wealth Management, based in Houston, TX, with 8 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 211 clients with $340M 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 $7.5M | 1.00% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.60% |
RHP may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. If held-away assets are managed through the Pontera platform, there is an additional 1% fee.
Fee Estimator
Location
12000 Aerospace Avenue, Suite 420, Houston, TX, 77034
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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
Rhp Wealth Management
Previous Registrations
Tanglewood Legacy Advisors, LLC
Speight Asset Management, LLC
State Registrations1 state
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