Matthew Rinkey is a registered investment advisor at Illumination Wealth Management, based in San Diego, CA, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 220 clients with $380M 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 $100K | Included |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable. Minimum fee of $1,500 applies to accounts under $100,000.
Fee Estimator
Location
11622 El Camino Real, Suite 100, San Diego, CA, 92130
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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 Activities
Matthew is the President and Owner of Illumination Family Office since 2021, providing family office services to individuals and businesses.
Employment History
Current Registrations
Illumination Wealth Management
Previous Registrations
Ben Rinkey and Associates, LLC
State Registrations7 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.