Matthew Blumberg is a PFS-designated registered investment advisor at Paraklete Financial, INC., based in Boca Raton, FL, with 1 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, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Simple financial plan - up to $25,000, involving approximately 40 hours of work and multiple meetings with the client and their other service providers.
- Intermediate complexity financial plan (virtual unbundled multi-family office) - $96,000, including four personal financial plans, one business plan, selection of outside advisors, creation of a family social media policy, and five unique websites, encompassing approximately 160 hours of time.
- Most complex financial plan (virtual unbundled single-family office) - $174,000, including five personal financial plans, one business plan and creation of the single-family office, selection of outside advisors, creation of a family social media policy, and six unique websites, encompassing approximately 290 hours of time.
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paraklete Financial, INC.
State Registrations3 states
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