Matthew Vallebo is a registered investment advisor at Presidio Capital Management, LLC, based in San Diego, CA, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 3 more. Their firm serves 351 clients with $500M 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 | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Clients with less than $500,000 in assets are charged an annualized fee of 1.50%. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
12626 High Bluff Drive, Ste 150, San Diego, CA, 92130
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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 →Employment History
Current Registrations
Presidio Capital Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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