Matthew Pixa
My Portfolio Guide, LLC

Tel: (888) 474-8433
3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Unwavering Ethics, Superior Discipline, & Unsurpassed Value

My Portfolio Guide, LLC | Financial Advisor in Seal Beach ,CA

About My Portfolio Guide, LLC

Every financial advisor should differentiate itself from the competition? but how many truly do?

As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it?s being managed.

Any prudent consumer should shop around and we actually encourage you to do so.

What you? ll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us!

Along with this promise to you, here is what sets us apart:

NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION)

A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing? we will)

INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY

FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST

LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE

ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM

ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM

A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT

PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS

INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION

CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS

PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES

ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE

So? Why My Portfolio Guide? Ask yourself if your advisor addresses and meets ALL of the above criteria?


General Information

Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   CA
Number of Years with Current Firm:   10
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Investment Clubs , Businesses
Foreign Languages Serviced:   Conversational French and Spanish


Services

Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Mutual Funds , Bonds , Stocks
I can meet clients in the following ways:   Via email , At my office , Via phone , At your office , At your home


Qualifications & Memberships

Firm Information

Firm's Number of Clients:   200
Firm's Number of Managed Clients:   80
Assets Managed by Firm:   $100,000,000
Advisor's Number of Clients:   200
Assets Managed by Advisor:   $100,000,000


Compliance

Registered Investment Advisor:   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 and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   0.90%
Minimum Fee Charged for Managed Accounts:   $0


Education

MBA (Masters in Business Administration) - Business Administration  Arizona State University - Tempe, AZ
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Bachelors  - Economics  California State University, Long Beach - Long Beach, CA
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Faqs

  • Do you have a customer satisfaction or refund policy? We guarantee to match or beat your current advisor's fees by 25% or more!
  • What are your qualifications? What is your education background? I have 22 years of professional experience and have worked at several of the top firms on Wall Street. I earned a Bachelor in Economics at Cal State University, Long Beach. I earned a Master of Business Administration (MBA) at Arizona State University. Lastly, I am continually advancing my skills with coursework such as the Certified Financial Planner (CFP) curriculum via New York University.
  • What is your approach to financial planning? First and foremost I truly use my ears before I use my mouth. The most important factor in quality financial planning is to fully understand the goals of the client. For more details on our process, please visit our website at www.myportfolioguide.com
  • What services do you offer? Investment Management, Retirement Planning, Comprehensive Financial Planning, and Investor Education
  • How many clients do you currently manage? 200
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Matthew Pixa

Matthew Pixa

CERTIFIED FINANCIAL PLANNER™ Certificant, MBA

Communities Served

PA

Office Hours

wiseradvisor-balck-li-img Mon. 6:30 AM - 3:30 PM
wiseradvisor-balck-li-img Tue. 6:30 AM - 3:30 PM
wiseradvisor-balck-li-img Wed. 6:30 AM - 3:30 PM
wiseradvisor-balck-li-img Thu. 6:30 AM - 3:30 PM
wiseradvisor-balck-li-img Fri. 6:30 AM - 3:30 PM

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