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Matthew Eckman is an investment advisor representative associated with Hightower Advisors, LLC. Matthew has been in the industry since 2008. Matthew specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors, Financial Planning and Pension Consulting. Matthew has experience with clients including individuals, high net worth individuals, corporations, insurance companies, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
02/21/2020 - Present
Hightower Advisors, LLC (San Francisco CA)
NY
03/25/2008 - 12/19/2008
PIPER JAFFRAY & CO. (NEW YORK NY)
IA
Issued 03/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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