Matthew Chedid is a CFP-designated registered investment advisor at Mc Financial Management, INC., based in Aurora, CO, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 54 clients with $48M 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 $250K | 1.98% |
| $250K - $500K | 1.68% |
| $500K - $1.0M | 1.28% |
| $1M+ | 1.00% |
Fees may be negotiable for accounts over $1.5 million.
Fee Estimator
Location
Aurora, CO
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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
Mc Financial Management, INC.
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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