Matthew Harrison is a CFA-designated registered investment advisor at Docsa Capital Management, INC., based in Portage, MI, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 75 clients with $95M 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 | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Rates shown are for the Diamond Plan. Fees are negotiable for accounts of $3,000,000 and above. Accounts invested 100% in fixed income after the first 2 years are charged 0.75% or less. The Topaz Plan offers a passive indexing strategy at 0.35% with a $700 first-year setup fee.
Fee Estimator
Location
8080 Moorsbridge Rd, Suite 200, Portage, MI, 49024
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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 is the founder and owner of TKC Capital Research, consulting on best practices for managing investor relations for public companies since January 2024. This takes about a quarter of Matthew's time.
Employment History
Current Registrations
Docsa Capital Management, INC.
State Registrations4 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.
Exams
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