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Matune Basile Advisors

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Client assets under management

$322,605,205

Clients

245

31% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

61

Typical

Average account size

$1,316,756

About

Matune Basile Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses and employer‑sponsored retirement plans. The firm offers customized portfolios and plan‑level services that include participant education and investment oversight for plan sponsors.

Portfolios are constructed primarily for a long‑term horizon using mutual funds, ETFs, stocks and bonds, and the firm applies a mix of fundamental, technical, cyclical and charting analysis to inform investment decisions. The advisor may employ options and other derivatives within separately managed accounts and will rebalance or trade more actively as needed for tax reasons, risk management, or tactical adjustments.

The firm manages about $342.6 million for roughly 245 clients with a small advisory team and maintains an institutional custody relationship that provides technology and operational support. Matune Basile acts as an ERISA fiduciary for retirement plans, retains proxy‑voting authority, and may introduce clients to a Schwab Bank pledged‑asset line of credit, practices disclosed in its written policies addressing conflicts of interest and personal trading.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%

Project-based

Up to $150 per hour for financial planning services, with a minimum total fee of $1,000, negotiable

Other

Minimum fee: $2,500 minimum annual fee for investment management services, negotiable Fee-only: Investment advisory fees and hourly fees for financial planning; no commissions earned

Main office location

Matune Basile Advisors

295 N. Kerrwood Dr. Suite 102

Hermitage PA 16148, United States

Number of offices

1

Most active in

Florida · North Carolina · Ohio · Pennsylvania · South Carolina · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Andrew P

CFP®, ChFC®, Series 65

Hermitage, PA

Matune Basile Advisors

Andrew Pursel is a CFP® and ChFC® with six years of industry experience. He is currently an advisor at Matune Basile Advisors, where he has worked since 2017 with a brief period at DiNuzzo Index Advisors and IPEG, Inc. Pursel has also held roles at Robert Morris University and Avalon Gold and Country Club. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, tailored investment approach that combines multiple analytic methods and may include options and derivatives in client portfolios.

Options & derivatives strategies
user avatar

John M

CFP®

Hermitage, PA

Matune Basile Advisors

John Matune is a CFP® professional with 12 years of industry experience. He has been with Matune Basile Advisors since 2013. Outside of his advisory work, he serves as a board member of Buhl Farm Trust and is a director and secretary of the Strimbu Memorial Foundation. Matune Basile Advisors offers discretionary investment management, financial planning, and retirement plan advisory services tailored to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach incorporating fundamental, technical, cyclical, and charting analyses, and may employ derivatives in client accounts when appropriate.

Options & derivatives strategies
user avatar

Michael B

CFA®, Series 65

Hermitage, PA

Matune Basile Advisors

Michael Basile is a CFA® charterholder and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Mba Advisors LLC since 2013. Basile serves on the investment committee of the Community Foundation of Western Pennsylvania and Eastern Ohio. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach tailored to client goals and utilizes a combination of fundamental, technical, cyclical, and charting analyses, including the use of derivatives in some accounts.

Options & derivatives strategies
user avatar

Robert P

Series 65

Hermitage, PA

Matune Basile Advisors

Robert Pozzuto is a financial advisor at Matune Basile Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Integrity Alliance, LLC, Lion Street Advisors, LLC, and McHenry Advisers, Inc. He has also held academic appointments at the University of Notre Dame and Franklin & Marshall College. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term, tailored investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and it occasionally employs options and derivatives in client portfolios.

Options & derivatives strategies
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