Matthew Gatt is a CFP-designated registered investment advisor at North Berkeley Wealth Management, LLC, based in Berkeley, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 391 clients with $710M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. If asset value is or becomes less than $1,000,000, North Berkeley requires a minimum quarterly fee of $2,500, which shall be effective beginning with the quarter in which Client assets under management are below $1,000,000. North Berkeley may have some Clients for whom this minimum is waived.
Fee Estimator
Location
1995 El Dorado Ave, Berkeley, CA, 94707
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
North Berkeley Wealth Management, LLC
State Registrations1 state
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.