Nicholas Matthews is a registered investment advisor at Great Blue Wealth LLC, based in Chesapeake, VA. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1000K | 0.60% |
| $1.0M - $1.2M | 0.50% |
| $1.3M+ | 0.40% |
Fees are negotiable. GBW may also charge a performance-based fee to certain qualified clients, ranging from 10% to 15% of any gains in the client account for the year, subject to a high-water mark calculation.
Fee Estimator
Location
Chesapeake, VA
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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
Great Blue Wealth LLC
State Registrations1 state
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