Matthew Haskell
Matthew Haskell is a CFP-designated registered investment advisor at Haskell Financial Services, LLC, based in Ladera Ranch, CA, with 4 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13 clients with $7.9M 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 $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.10% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
Ladera Ranch, CA
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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 →Other Business Activities
Matthew is involved with Amesbury Capital Partners, LP, Amesbury Capital Management, LLC, and Haskell Financial Services, LLC, all investment-related entities. He dedicates approximately 60 hours per month to managing these entities.
Employment History
Current Registrations
Haskell Financial Services, LLC
State Registrations1 state
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