Matthew
Favreau
New Republic Partners
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About this Advisor
Matthew Favreau is a financial advisor based in Charlotte, North Carolina, working with New Republic Partners. Matthew has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, New Republic Capital, and New Republic Bank. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan, North Carolina, South Carolina, Texas, and Virginia. Currently, Matthew is part of New Republic Partners, which operates out of Charlotte, North Carolina. The firm has 6 offices and 29 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at New Republic Partners includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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New Republic Partners Brokerage Details
$2,287,471,162
29
87
$26,292,772
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Favreau Work History
New Republic Capital
New Republic Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Matthew Favreau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New Republic Partners
Charlotte, NC
Pawleys Island, SC
Charlotte, NC
Atlanta, GA
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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