Matthew Antenucci
Matthew Antenucci is a CFA-designated registered investment advisor at Mccarley & Cook Financial Planners, based in Cincinnati, OH, 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 Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 161 clients with $140M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | Included |
Fees negotiable for accounts greater than $3MM. Some clients may be under a different fee schedule because their relationships were established under a prior fee schedule.
Fee Estimator
Location
6910 Miami Ave., Cincinnati, OH, 45243
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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
Mccarley & Cook Financial Planners
Previous Registrations
Horan Capital Advisors, LLC
State Registrations1 state
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