Matthew Biedron
Advisor at Oliver Luxxe Assets LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Oliver Luxxe Assets LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Gladstone, NJ 07934
Credentials
Series 65
Industry experience
8 years
Matthew Biedron is a financial advisor at Oliver Luxxe Assets LLC with eight years of industry experience. He holds a Series 65 designation and has been with Oliver Luxxe Assets since 2015. Oliver Luxxe Assets LLC advises individual and high-net-worth clients as well as institutional clients including pension plans, trusts, and charitable organizations. The firm uses a proprietary multi-factor quantitative screening combined with fundamental research to implement tailored investment strategies across various equity mandates and income strategies.
Based on Oliver Luxxe Assets LLC
Fixed fees up to $10,000 for financial planning and consulting services, negotiable
$0 - $30 million: 0.90% (Small Cap Equity) $30 million - $50 million: 0.80% (Small Cap Equity) $50 million+: 0.70% (Small Cap Equity) $0 - $30 million: 0.80% (Smid Cap Equity) $30 million - $50 million: 0.70% (Smid Cap Equity) $50 million+: 0.60% (Smid Cap Equity) $0 - $30 million: 0.70% (Select Equity) $30 million - $50 million: 0.60% (Select Equity) $50 million+: 0.50% (Select Equity) $0 - $30 million: 0.60% (Core Equity) $30 million - $50 million: 0.50% (Core Equity) $50 million+: 0.40% (Core Equity)
Certain supervised persons offer insurance products and securities brokerage on a separate commission basis
Minimum fee: Minimum annual fees may apply but are negotiable and not specifically stated
10 Lackawanna Ave, Suite 9
Gladstone, NJ 07934
New Jersey
Oliver Luxxe Assets LLC
2020 - Present (6 years)
Oliver Luxxe Assets LLC
2017 - Present (9 years)
Oliver Luxxe Assets LLC
2015 - 2020 (5 years)
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