MN
CFA
MN
CFA

Matthew Natcharian

5 Years of Experience
Glastonbury, CT

Matthew Natcharian is a CFA-designated registered investment advisor at Greensledge Asset Management LLC, based in Glastonbury, CT, with 5 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 4 clients with $610M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$151.5M average
Assets Under Management
$606.0M

Fee Structure

Investment management only (planning not offered)

GreensLedge Asset Management's fees for separately managed accounts generally range from 0.10% to 1.50% of the account value, depending on the size of the account, return target, and risk tolerance. Fees are negotiable. Performance-based fees may also be implemented and negotiated with qualified clients.

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Location

41-B, Suite 503, New London Tpke, Glastonbury, CT, 06033

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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 is a member of Hopping Fiddler LLC, a real estate investment property, since 2016, and Storytellers Cottage LLC, which hosts literature-based events, since 2017. He dedicates minimal time to these activities.

Employment History
Current Registrations
Greensledge Asset Management LLC
December 2020 - Present · 5 yrs 5 mos
State Registrations2 states
CTTX
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.
Matthew Natcharian - Financial Advisor | TrueAdvisor