Matthew Reakus is a CFP-designated registered investment advisor at Sound Wealth LLC, based in Marlton, NJ, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 44 clients with $23M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
10000 Lincoln Drive E, Ste 201, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (1)
Criminal
September 2004Other Business Activities
Matthew owns Sound Tax LLC, offering tax preparation and consulting services since January 2022. He dedicates about 10-20% of his time to this activity, with a portion of that time occurring during trading hours.
Employment History
Current Registrations
Sound Wealth LLC
Previous Registrations
Sowell Management
American Portfolios Advisors, INC
Mercer Global Advisors INC.
State Registrations4 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.