Matthew Rego is a registered investment advisor at Mathews Capital Management, based in Folsom, CA. 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, Investment Management, and 1 more. Their firm serves 93 clients with $38M 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 $200K | 1.00% |
| $200K - $300K | 0.90% |
| $300K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
Management fees are negotiable.
Fee Estimator
Location
705 Gold Lake Drive, Suite 250, Folsom, CA, 95630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mathews Capital Management
State Registrations1 state
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