MV
MV

Matthew Viverette

11 Years of Experience
Pittsburgh, PA

Matthew Viverette is a registered investment advisor at Vista Investment Management, LLC, based in Pittsburgh, PA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 185 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
185 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$286.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $2.0M0.75%
$2M+0.50%

Fees are negotiable.

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

400 Penn Center Blvd., Suite 555, Pittsburgh, PA, 15235-5610

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Vista Investment Management, LLC
August 2014 - Present · 11 yrs 8 mos
State Registrations4 states
CAFLNCPA
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.