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Matthew Schechter

6 Years of Experience
Girdwood, AK

Matthew Schechter is a registered investment advisor at Girdwood Capital LLC, based in Girdwood, AK, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 70 clients with $45M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
70 clients
Average Client Portfolio
$638K average
Assets Under Management
$44.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Advisory fee is negotiable, depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Girdwood, AK

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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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Employment History
Current Registrations
Girdwood Capital LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Arbor Capital Management INC
September 2019 - January 2024 · 4 yrs 4 mos
State Registrations3 states
AKILTX
Advisor

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.

Exams
No exam information available for this advisor.