Matthew Harvey is a CFP-designated registered investment advisor at Bellatore Financial, INC., based in The Woodlands, TX, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 561 clients with $640M 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 $250K | 0.75% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Schedule reflects the primary UMAP and CAM Program fees. The Altius Program has a separate lower fee schedule starting at 0.45% down to 0.10%. Fees may be adjusted based on client type, asset class, family relationships, and portfolio complexity.
Fee Estimator
Location
1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380
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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
Bellatore Financial, INC.
Hfg Wealth Management, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Hfg Wealth Management, LLC
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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