Matthew Scales
Matthew Scales is a CFA-designated registered investment advisor at Signal Ridge Capital Partners, LLC, based in Framingham, MA, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 94 clients with $110M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees, account minimums, and payment terms are negotiable depending on client's unique circumstances.
Fee Estimator
Location
434 Old Connecticut Path, Suite 3A, Framingham, MA, 01701
Get directionsHistory
Regulatory History (2)
Criminal
May 1994Criminal
September 1992Employment History
Current Registrations
Signal Ridge Capital Partners, LLC
Previous Registrations
Stagecoach Investment Consulting
Wellington Management Advisers, INCBroker
Columbia Management Investment Distributors, INC.Broker
Putnam Retail Management Limited PartnershipBroker
Putnam Retail Management, INC.Broker
State Registrations1 state
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.