Matthew Nussbaum is a CFA-designated registered investment advisor at Americana Partners, LLC, based in Golden, CO, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
Golden, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew lectures undergraduate economics students at UCLA on a volunteer basis, dedicating minimal time. He also participates in a CFA Institute committee that develops curriculum for future CFA exams, spending minimal time as well.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
L & S Advisors, INC
State Registrations3 states
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