Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hlavacek is a Certified Financial Planner and a Chartered Financial Analyst. Matthew is registered with Epiq Capital Group, LLC and has been in the industry since October 2013. Matthew's specialties include portfolio management for individuals, businesses, and pooled investment vehicles. Matthew has experience with clients including high-net-worth individuals, pooled investment vehicles, and other investment advisors. The firm's main office is in San Francisco, California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
05/07/2021 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
Active
Inactive
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