Matthew Dines is a CFA-designated registered investment advisor at Build Asset Management, based in Seattle, WA, with 6 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. Their firm serves 2 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Build Asset Management charges an annual fee for managing your investments, ranging from 0.25% to 2.00% of your portfolio's value. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration requested. The fee is billed monthly, based on the value of your account at the end of each month. Fees may be negotiable.
Location
146 N Canal St, Ste 210, Seattle, WA, 98103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Build Asset Management
State Registrations1 state
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