Matthew Pixa
3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
5627995595
Every financial advisor should differentiate itself from the competition but how many truly
do?
As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio
and how it's being managed.
Any prudent consumer should shop around and we actually encourage you to do so.
What you'll find is that no other financial services firm can beat the combination of our
ethics, portfolio discipline, and fee structure. If you find one, tell us!
Along with this promise to you, here is what sets us apart:
NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION)
A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide
this in writing... we will!)
INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY
FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST
LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE
ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM
ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM
A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT
PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS
INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION
CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS
PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES
ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE
So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above
criteria?
See Disclosures
CRD#
2484827
Firm CRD#
153188
Name of Custodial Firm
TD Ameritrade Institutional
States Licensed in
CA
Years of Experience in Financial Services
22
Number of Years with Current Firm
10
Work with the following types of clients
Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced
French, Spanish
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Securities Licenses
Series 65
Firm's Number of Clients
200
Firm's Number of Managed Clients
80
Assets Managed by Firm
$100,000,000
Advisor's Number of Clients
200
Assets Managed by Advisor
$100,000,000
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Fee % Based on Assets
0.90%
Minimum Fee Charged for Managed Accounts
$0
MBA (Masters in Business Administration) - Business Administration
Arizona State University
Bachelors - Economics
California State University, Long Beach
Certified Financial Planner - Financial Planning
UCLA
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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1874791/rothira-My-Portfolio-Guide-detailed-disclosure.html