Matthew Peck
Matthew Peck is a CFP-designated registered investment advisor at Shp Wealth Management, LLC, based in Plymouth, MA, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,364 clients with $1.9B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Location
225 Water St, Suite C210, Plymouth, MA, 02360
Get directionsHistory
Regulatory History (1)
Regulatory
October 2015Other Business ActivitiesSells Insurance
Matthew is an insurance agent providing insurance services through SHP Financial, dedicating about half his time. He is also a Director at Juvenal Marketing, spending minimal time there, and a Co-Owner/Partner at Nationwide Investment Solutions, LLC, spending a few hours per week.
Employment History
Current Registrations
Shp Wealth Management, LLC
Previous Registrations
Global Financial Private Capital, LLC
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.