Matthew ThibaultCRD Number: 4604319
Current Firm: Rex Capital Advisors, LLC
Matthew Thibault (CRD# 4604319) is an Investment Advisor Representative working at Rex Capital Advisors, LLC in Providence, RI and has 1 year of experience in the finance industry. Matthew Thibault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Rex Capital Advisors, LLC||Providence, RI||Nov 2002 - Current||14|
|Rex Inc.||Providence, RI||Mar 1999 - Current||18|
Total Assets Under Management643MILLIONS
Total Number of Accounts606ACCOUNTS
Average Account Value$1,060,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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