Matthew Chester
Advisor at Tableaux Wealth
Updated today
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
Tableaux Wealth
Location
Stockbridge, MA
Credentials
CFP®, Series 66
Industry experience
12 years
Client services
Financial planning
Portfolio management
Fee options
Fixed financial planning fees range from $1,000 to $10,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$300 per hour
Fee-only: Investment advisory fees based on assets under management with tiered schedule as above; financial planning fees charged hourly or fixed fees
Work history
Tableaux LLC d/b/a Tableaux Wealth
2022 - Present (4 years)
Tcwp Llc
2021 - 2022 (1 year)
RBC Capital Markets, LLC d/b/a RBC Wealth Management
2013 - 2021 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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