Richard Matthias is a registered investment advisor at Matthias Private Wealth, LLC, based in Winter Park, FL, with 8 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 51 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Matthias Private Wealth manages investment portfolios for clients, either with or without the ability to make trades without asking first. They may use outside investment managers. The annual fee is up to 1.00% of the value of your portfolio. However, if you also use Matthias Private Wealth for other services like tax planning, the fee can be up to 2.00%. The minimum account size is generally $5 million, but they may accept smaller accounts subject to a $50,000 minimum annual fee.
Location
700 West Morse Boulevard, Suite 201, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a managing partner at Matthias & Matthias, PL, a law firm where he provides legal advice, dedicating nearly full-time hours to this role. He also serves on the board of directors for First American Bank of Chicago, spending a few hours per week overseeing various committees and trusts.
Employment History
Current Registrations
Matthias Private Wealth, LLC
State Registrations1 state
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