Matthew Breuer is a registered investment advisor at Bowditch Advisory Services, LP, based in Boston, MA, with 3 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, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6 clients with $17M 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 $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
For actively managed futures investments, the firm charges an annual management fee of 1.7% of assets under management. For qualified clients, Bowditch Advisory will charge an annual performance-based fee ranging from 5% to 25% of each investor’s annual net realized and unrealized profits.
Fee Estimator
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as a software developer for Close Reach Investment Systems, a financial software developer, since 2013. He dedicates a few hours per week to system maintenance, outside of trading hours.
Employment History
Current Registrations
Bowditch Advisory Services, LP
State Registrations1 state
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