Advisor at Gci Financial Group
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.
Firm
Gci Financial Group
Location
Mendham, NJ 07945
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Matthew Sherbine is a CFP® with 22 years of industry experience and has been with GCI Financial Group since 2001. He is a 50% owner and serves as Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group, Inc. is an SEC-registered investment adviser providing asset management and financial planning services to individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million for around 100 clients, employing individualized investment strategies with ongoing supervision and periodic reviews.
Based on Gci Financial Group
Flat fees range from $500 to $2,500 for financial planning and consultation services
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for financial planning and consultation services
Account minimum: $300,000 Minimum fee: Minimum fee of $500 for written financial plans (negotiable) Fee-only: Financial planning and consultation fees charged on hourly or flat fee basis; hourly fee $250, flat fees range from $500 to $2,500
5 Cold Hill Road South, Suite 23
Mendham, NJ 07945
New Jersey
Gci Financial Group, Inc.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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