Matthew Richardson is a registered investment advisor at Calculated Wealth, based in Cincinnati, OH, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 194 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Clients with more than $1,400,000 in Assets Under Management will receive Financial Planning at no additional charge. There is also an option for Investment Management Services - With Tactical Asset Allocation, which has a maximum annual advisory fee of 2.00% on all assets.
Fee Estimator
Location
201 East Fifth St., Suite 1900, Cincinnati, OH, 45202
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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 the owner of Mandelbrot Research LLC, which sells investment research to advisory firms. This activity requires minimal time.
Employment History
Current Registrations
Calculated Wealth
Stillpoint Capital
State Registrations3 states
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