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TrueAdvisor
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Matthew Jacob Barr

Wick Capital Partners, LLC
10 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Wick Capital Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
238 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$565.3M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $15.0M0.80%
$15.0M - $20.0M0.60%
$20M+0.40%

Fees are negotiable and may be higher or lower based on the nature of the account.

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

Location

150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087

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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.
Financial
March 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wick Capital Partners, LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
AXA Advisors, LLC
April 2016 - March 2019 · 2 yrs 11 mos
AXA Advisors, LLCBroker
September 2015 - March 2019 · 3 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.