Matune Basile Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$322,605,205
Clients
245
Advisors
3
of 5 employees
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
Expertise
Fee options
$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%
Up to $150 per hour for financial planning services, with a minimum total fee of $1,000, negotiable
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
295 N. Kerrwood Dr. Suite 102
Hermitage PA 16148
Advisors at this office
3
Most active in
Florida · North Carolina · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
Matune Basil Advisors LLC. · Matune Basile Advisors · Mba Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew P
CFP®, ChFC®, Series 65
Hermitage, PA
Matune Basile Advisors
Andrew Pursel is a CFP® and ChFC® affiliated with Matune Basile Advisors, with seven years of industry experience. He has worked at Matune Basile Advisors since 2017, with prior roles at DiNuzzo Index Advisors, Inc., IPEG, Inc., 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 employer-sponsored retirement plans. The firm uses a range of analytical methods to construct customized portfolios focused on long-term horizons and manages approximately $342.6 million for about 245 clients.
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.
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.
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