Ebi Mathew is a registered investment advisor at Brickley Wealth Management, based in San Carlos, CA, with 6 years of industry experience. Ebi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 194 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
San Carlos, CA
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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
Brickley Wealth Management
Previous Registrations
Wealth Architects, LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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