MatthewPixa- Financial Advisor Seal Beach, CA

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About Matthew Pixa

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 current advisor addresses and meets ALL of the above criteria?

See Disclosures

General Information

Firm Start Year

CRD#

2484827

Firm CRD#

153188

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors

Foreign Languages Serviced

French, Spanish

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$100,000,000

Advisor's Number of Clients

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Fee % Based on Assets

0.90%

Minimum Fee Charged for Managed Accounts

Education

MBA (Masters in Business Administration) - Business Administration

Arizona State University

Bachelors - Economics

California State University, Long Beach

Certified Financial Planner - Financial Planning

UCLA
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Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1874791/paladinregistry-My-Portfolio-Guide-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Matthew Pixa

My Portfolio Guide