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MB
CFP
MB
CFP
Matthew Edwin Barrovecchio
Christian Financial Advisors
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
High Net Worth
Christian Financial Advisors
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
469 clients
Average Client Portfolio
$400K average
Assets Under Management
$187.7M
Fee Structure
Minimum Investment:
$5K
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $1.0M
1.00%
$1.0M - $2.0M
0.75%
$2.0M - $5.0M
0.50%
$5M+
0.30%
Investment advisory fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
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Location
Odessa, FL
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Regulatory
May 2023
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Christian Financial Advisors
February 2024 - Present · 2 yrs
Previous Registrations
Vanguard Advisers, INC.
May 2017 - February 2024 · 6 yrs 9 mos
Vanguard Marketing Corporation
Broker
November 2004 - February 2024 · 19 yrs 3 mos
Ids Life Insurance Company
Broker
July 2004 - September 2004 · 2 mos
American Express Financial Advisors INC.
Broker
July 2004 - September 2004 · 2 mos
American Express Financial Advisors, INC.
July 2004 - September 2004 · 2 mos
State Registrations
2 states
FL
TX
Advisor
Exams
No exam information available for this advisor.