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Matthew Sottile

21 Years of Experience
Iselin, NJ
1 DisclosureSells Insurance

Matthew Sottile is a registered investment advisor at Bravias Financial, based in Iselin, NJ, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 407 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
407 clients
Average Client Portfolio
$445K average
Assets Under Management
$181.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.50%
$750K - $2.0M1.40%
$2M+1.30%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

33 Wood Avenue South, 6th Floor, Iselin, NJ, 08830

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History

Regulatory History (1)
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Customer Dispute
May 2025
Denied
Other Business ActivitiesSells Insurance

Matthew is an independent insurance agent and earns commissions from insurance transactions. He also owns Wall Street Chef (catering/private chef) and Cor8Life (organic food products), dedicating minimal time to each.

Employment History
Current Registrations
Bravias Financial
December 2018 - Present · 7 yrs 4 mos
Previous Registrations
Spirit of America Management CORP
May 2018 - August 2018 · 3 mos
David Lerner Associates, INC.Broker
April 2004 - August 2018 · 14 yrs 4 mos
State Registrations1 state
NJ
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.
Matthew Sottile - Financial Advisor | TrueAdvisor