Matthew Costa is a CFP-designated registered investment advisor at Woodside Wealth Management, based in Framingham, MA, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 112 clients with $230M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in limited circumstances.
Fee Estimator
Contact
Matthew Costa
Location
111 Speen Street, 2nd Floor, Framingham, MA, 01701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Woodside Wealth Management
State Registrations1 state
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