Matthew Rubin is a registered investment advisor at Cary Street Partners Asset Management, based in Richmond, VA, with 15 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 1,724 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSPAM charges an annual investment management fee based on a percentage of the assets they manage. The specific percentage varies depending on the investment program or strategy. CSPAM's fees do not include underlying fund fees. Fees are negotiable and can be paid in advance or arrears. CSPAM may also charge a flat fee for investment advisory services. CSPAM earns higher management fees when investing clients in their own ETF, TACK.
Location
901 East Byrd Street, Suite 1001, Richmond, VA, 23219
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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
Cary Street Partners
Cary Street Partners Asset Management
Previous Registrations
Anchorcove Partners
Matrix Private Capital Group
Neuberger Berman LLCBroker
Ust Securities CORP.Broker
American Portfolios Financial Services, INC.Broker
Intersecurities, INC.Broker
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.