PM
PM
Paul Matheson
52 Years of Experience
Los Angeles, CA
1 Disclosure
Paul Matheson is a registered investment advisor at Cheviot Value Management, LLC, based in Los Angeles, CA, with 52 years of industry experience. Paul 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 2 more. Their firm serves 619 clients with $1.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
619 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Standard fee rate may be negotiable based on a number of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Los Angeles, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2006Denied
Employment History
Current Registrations
Cheviot Value Management, LLC
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Wedbush Securities INC.
April 2009 - October 2022 · 13 yrs 6 mos
Wedbush Securities INC.Broker
April 2009 - October 2022 · 13 yrs 6 mos
UBS Financial Services INC.
July 1997 - April 2009 · 11 yrs 9 mos
UBS Financial Services INC.Broker
August 1992 - April 2009 · 16 yrs 8 mos
Painewebber IncorporatedBroker
September 1978 - November 1991 · 13 yrs 2 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
December 1976 - January 1980 · 3 yrs 1 mo
Dean Witter & CO. IncorporatedBroker
December 1972 - November 1976 · 3 yrs 11 mos
State Registrations2 states
CATX
Advisor
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.
Exams
No exam information available for this advisor.