Matthew A Foertsch
Advisor at Athena Wealth Management, LLC — Reno, NV
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.
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.
Credentials
Series 66
Experience Industry experience
15 years
Location
Reno, NV 89509
Athena Wealth Management, LLC
Supported
Total advisors
1Clients per advisor
144 Very HighAvg AUM per client
$1,188,828 HighHNW client ratio
42% HighMatthew Foertsch is a financial advisor at Athena Wealth Management, LLC in Reno, NV, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including BLACKROCK and Cetera Advisors LLC. Outside of his advisory role, he also serves as an insurance agent selling life insurance and annuities, and acts as a trust protector for two irrevocable trusts. Athena Wealth Management serves individuals, trusts, estates, and business entities, offering comprehensive portfolio management and financial planning. The firm manages discretionary portfolios using a range of instruments and employs a combination of fundamental, quantitative, and technical analyses alongside various asset-allocation strategies.
Based on Athena Wealth Management, LLC
Flat fees range from $1,000 to $10,000 for financial planning and consulting services
$0+: Maximum annual fee for Comprehensive Portfolio Management: 2.00% $0+: Maximum annual fee for Asset Management: 1.75%
Commissions received from sale of securities and insurance products via registered representatives and insurance brokers
Maximum hourly fee up to $500/hr for financial planning and consulting services
Account minimum: $500,000 Fee-only: Hourly fees up to $500/hr; Flat fees range from $1,000 to $10,000 for financial planning and consulting
Reno, NV
540 W. Plumb Lane, #201
Reno NV 89509
Advisors at this office
1
California · Florida · Nevada · Texas
15 years of industry experience
Fortune Financial Services, LLC
2022 - Present • 4 years
Monaca, PA
Athena Wealth Management, LLC
2022 - Present • 4 years
Incline Village, NV
Cetera Advisors LLC
2017 - 2022 • 5 years
Denver, CO
MW Wealth Advisors
2017 - 2018 • 1 year
San Jose, CA
BLACKROCK
2014 - 2017 • 3 years
San Francisco, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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