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Matthew Gosselin

Advisor at J.M. Arbour, LLC

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J.M. Arbour, LLC logo

Firm

J.M. Arbour, LLC

Location

Gardiner, ME 04345

Credentials

Series 65

Industry experience

< 1 year

About

Matthew Gosselin is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. Prior to joining J.M. Arbour, he held roles at PepsiCo, Thomas College, Newberry College, Maine Community Bank, FunZ Trampoline Park, and Saint Dominic Academy and Regional High School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm is notable for managing series-structured private funds and utilizing model-provider marketplaces in its investment approach.

Client services

Based on J.M. Arbour, LLC

Financial planning Portfolio management

Expertise

Based on J.M. Arbour, LLC

Retirement income strategy General tax planning Annuities College savings (529s, UTMA, etc.) Wealth management

Fee options

Fixed

Fixed fee up to $5,000 for financial planning services

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: Negotiable

Commissions

Commission-based compensation for insurance products sold by dually licensed Associated Persons

Project-based

Up to $400 per hour for financial planning services

Performance-based

Carried interest distribution for Fund investments; performance fees can exceed 3.00% of assets under management

Subscriptions

$50 annual administrative and technology fee for all accounts (managed and non-managed) included in portfolio management systems

Other

Fee-only: Financial Planning: up to $400/hour or fixed fee up to $5,000

Location

1 Brunswick Avenue

Gardiner, ME 04345

Most active in

Maine

Work history

J.M. Arbour, LLC

2025 - Present (1 year)

J.M. Arbour, LLC

2025 - Present (1 year)

PepsiCo

2022 - 2025 (3 years)

Thomas College

2022 - 2025 (3 years)

Newberry College

2021 - 2021 (1 year)

Maine Community Bank

2020 - 2022 (2 years)

FunZ Trampoline Park

2018 - 2020 (2 years)

Saint Dominic Academy and Regional High School

2015 - 2021 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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