Matthew Hartman is a registered investment advisor at Rubinbrown Advisors LLC, based in St. Louis, MO, with 21 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,107 clients with $3.3B 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 | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Longer tenured clients may pay fees ranging from 0.10% to 1.00%. Some clients have negotiated a flat quarterly fee. Clients who hire RubinBrown Advisors as a result of their advisor joining the firm continue to pay the same fees they paid to their prior investment adviser firm, provided they do not exceed 1.00% of assets, unless negotiated by the client.
Fee Estimator
Location
One North Brentwood Blvd, Suite 1100, St. Louis, MO, 63105
Get directionsHistory
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
Rubinbrown Advisors LLC
Previous Registrations
Waddell & Reed, INC.
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.