Matthew Lemay is a registered investment advisor at 1834 Investment Advisors CO., based in Minneapolis, MN, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 435 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.
Location
225 S 6th Street, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
1834 Investment Advisors CO.
Previous Registrations
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
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.