MG
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Matthew Greene

1 Year of Experience
Marietta, GA

Matthew Greene is a registered investment advisor at Throckmorton Advisors, LLC, based in Marietta, GA, with 1 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Throckmorton Advisors charges qualified clients an annual fee of 2.00% of the value of your portfolio, plus 20.00% of any increase in value. This is known as a performance-based fee. Fees are negotiable.

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Location

Marietta, GA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew is a co-owner of Pocket Shot LLC, a sporting goods company. He spends about full-time on this business activity.

Employment History
Current Registrations
Throckmorton Advisors, LLC
February 2025 - Present · 1 yr 3 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.