AM
CFP
AM
CFP

Anthony Walter Matteo

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
132 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$358.5M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Location

1320 Old Chain Bridge Rd, Suite 250, McLean, VA, 22101

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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
Sagevest Wealth Management
September 2019 - Present · 6 yrs 5 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.