Business Description

We can sum up our mission with a few words: We want your money to grow while also being protected. Of course there’s more to it than that. We are an experienced, professional team of financial advisors who maintain the highest standards of integrity in the financial industry. We want to know every detail of your financial situation so that we can provide exactly the solution that’s right for you.

General Information

Gender:

Male

CRD#:

5935670

Firm CRD#:

158276

Insurance License#:

2841495

Name of Custodial Firm:

Interactive Brokers

States Licensed in:

States Willing to do Business in:

GA, FL, SC, NC, TN, AL

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

After graduating with a Bachelor of Science in Accounting from Clemson University, Matthew began his career in the financial industry. In addition to positions in audit and tax advisory, Matthew has gained experience in asset management and corporate financial planning and analysis while spending over a decade working in the financial industry.

While Matthew is proud of his leadership role with Meridian Investment Partners, he is also the Founder and President of Pinnacle Tax Professionals, a small firm specializing in tax advisory, and has been so since 2005. Matthew also managed over $18M assets for a family partnership from 2003 to 2007, and engaged in a Large Cap Core Diversified Strategy that outperformed the performance of its closest benchmark with less risk as measured by monthly standard division by a significant amount.

Matthew is a licensed Certified Public Accountant in the state of Florida and is a member of such organizations as Chartered Financial Analyst Institute, Chartered Financial Analyst Society of Atlanta, Board of Certified Financial Planners and the Florida Institute of Certified Public Accountants. Other positions worth noting include being an Auditor Manager at one of the nations top 20 accounting, tax and business advisory firms. This wide array of financial experience provides an enormous value to our clients who are looking to maximize investment returns and minimize risks.

I work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Education

Academic Background

Bachelor of Science Accounting from Clemson University

Services

Investment Types:

Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Stocks, Bonds, Options & Futures

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA)

Securities Licenses:

Series 65

Insurance and Annuity Licenses:

Life

Financial Organization Memberships:

American Institute of Certified Public Accountants (AICPA), National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA), National Association of Estate Planners & Councils (NAEPC), National Association of Personal Financial Advisors (NAPFA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Firm's Number of Clients:

Firm's Number of Planning Clients:

Firm's Number of Managed Clients:

Assets Managed by Firm:

$15,000,000

Advisor's Number of Clients:

Advisor's Number of Managed Clients:

Advisor's Number of Planning Clients:

Assets Managed by Advisor:

$15,000,000

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

100,000

Compensation Methods:

Flat Fee, Based on Assets

Fee % Based on Assets:

varies

Minimum Fee Charged for Managed Accounts:

$1000

Prepared By:

Matthew Fassnacht