Robert Mattei is a CFP-designated registered investment advisor at R.S. Mattei & Company, INC., based in Shreveport, LA, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
R. S. Mattei & Company, Inc. does not directly manage investments. Instead, RSM refers clients to independent investment advisors through Orion Portfolio Solutions. RSM is paid a referral fee by Orion, based on the market value of the assets in your account. This fee is deducted monthly by Orion from your account. All fees are subject to negotiation.
Location
Shreveport, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
R.S. Mattei & Company, INC.
State Registrations1 state
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