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Matthew Wayne Ravenscroft

6 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
108 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$169.7M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.60%
$250K - $500K1.20%
$500K - $1.0M0.90%
$1.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.55%
$25.0M - $50.0M0.35%
$50M+0.25%

Account size may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,000
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew works full-time as an electrical engineer for DMI Engineers since 2001. This activity is not investment-related.

Employment History
Current Registrations
Summit Portfolio Management LLC
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
John P. Dubots Capital Management, LLC
January 2019 - August 2019 · 7 mos
State Registrations2 states
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Advisor
Exams
No exam information available for this advisor.
Matthew Wayne Ravenscroft - Financial Advisor | TrueAdvisor