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Robert Paul Matheson (Naples)


Robert Paul Matheson is an internet adviser based in Naples. It manages $17.43 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2001.

Robert Paul Matheson provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Robert Paul Matheson: assets under management

The assets under management (AUM) of Robert Paul Matheson is $17.43 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.06 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Robert Paul Matheson for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naples

The principal office where Robert Paul Matheson performs its advisory services is located at 4501 Tamiami Trl North #200, Naples, FL 34103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-403-8727 or by fax 941-659-0459. The normal business hours are 8:30-5 on Monday - Friday.


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