Matthew Ahart is a registered investment advisor at Archer Row Advisory, based in Encino, 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 High Net Worth, Investment Management. Their firm serves 14 clients with $39M 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 | Included |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Accounts with less than $250,000 in assets under management may be accepted on an exception basis; for these accounts, there is a minimum quarterly fee of $500. Fees may be negotiable.
Fee Estimator
Location
Encino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a managing partner at Archer Row Financial LLC, providing management consulting to financial institutions, dedicating about 10-20% of his time. He is also an EVP at Bank of Hawaii Corporation, supporting risk initiatives, which takes nearly full-time hours.
Employment History
Current Registrations
Archer Row Advisory
State Registrations1 state
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