Matthew Rubush is a registered investment advisor at Millennium Planning Group, LLC, based in Cary, NC, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 141 clients with $20M 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 $1.0M | 1.00% |
| $1M+ | 0.35% |
Fees are negotiable. MPG also charges 0.5% annually for 401(k) Retirement Plan Services and 1.00% annually for Portfolio Management for Annuity and Insurance Contracts.
Fee Estimator
Location
Cary, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the President of Old House Bookkeeping & Tax, LLC, where he prepares tax returns, processes payrolls, performs bookkeeping, and offers tax planning services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Millennium Planning Group, LLC
State Registrations1 state
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