A complete list of active advisors currently associated with R.S. Mattei & Company, Inc.
Warmer can help you find a great advisor at R.S. Mattei & Company, Inc. or one who fits your needs even better.
R. S. Mattei & Company, Inc. serves individual and business clients, offering personalized consulting through a three‑phase "Game‑Day Pathway" program and operating an advisory referral service. The firm tailors its recommendations during client consultations and may refer clients to third‑party strategists for implementation. R. S. Mattei does not provide traditional financial planning or discretionary portfolio management for client accounts; instead it conducts an initial asset allocation and refers clients to independent registered investment advisers selected through Orion Portfolio Solutions, who act as the investment managers. Client assets remain with qualified custodians and ongoing trading and account monitoring are handled by those independent managers rather than by the firm. Noteworthy features compared with peers include an affiliation with a licensed insurance agency, through which the firm’s principal may receive commission compensation for insurance product sales, and a business model that relies on referral fees from Orion rather than charging percentage‑of‑assets advisory fees. The firm reports no regulatory assets under management and emphasizes solicitor/referral relationships and intermittent consulting rather than direct portfolio management.
To learn more about the advisors currently working at R.S. Mattei & Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Shreveport, LA
| 16
|
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