Matthew Cayelli is a registered investment advisor at Centura Wealth Advisory, based in San Diego, CA, with 2 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 588 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual management fee is up to 1.25% of assets under management. Fees may be negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
12255 El Camino Real, Suite 125, San Diego, CA, 92130
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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
Centura Wealth Advisory
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Grove Point Investments, LLCBroker
Next Financial Group, INC.Broker
Scf Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Western International Securities, INC.Broker
Cuso Financial Services, L.P.Broker
State Registrations1 state
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.
Exams
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