Matthew Yanni
Matthew Yanni is a CFA, CFP-designated registered investment advisor at Yanni & Associates Investment Advisors, LLC, based in Wexford, PA, 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 Investment Management. Their firm serves 109 clients with $170M 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 $250K | Included |
| $250K - $2.0M | 1.25% |
| $2M+ | 1.25% |
The fee is 1.00% for discretionary accounts on assets between $250,000 and $2,000,000. Fees are negotiable for accounts above $2,000,000. Yanni may reduce fees or waive the $2,500 annual minimum charge depending on various factors.
Fee Estimator
Location
2000 Corporate Drive, Suite 450, Wexford, PA, 15090
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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 ActivitiesSells Insurance
Matthew is licensed to sell life, long-term care, and short-term disability insurance products as an individual, not through his firm. He receives commission for these sales.
Employment History
Current Registrations
Yanni & Associates Investment Advisors, LLC
State Registrations2 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.