Matthew Kirshner is a registered investment advisor at 71 West Capital Partners, based in Boston, MA, 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 Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
71 West Capital Partners charges a blended annual investment management fee ranging from 0.30% to 1.00% of the assets they manage. The fee is based on the client’s chosen asset classes, with each asset class having a different advisory fee. The overall fee is billed at different rates against each asset class comprising the client’s overall assets under management. Clients may also utilize margin lending and other administrative services for a separate, additional fee.
Location
1 Post Office Square, Boston, MA, 02110
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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 owns a rental property in Pasadena, CA. This activity is not investment-related.
Employment History
Current Registrations
71 West Capital Partners
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
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.