Matthew Medeiros is a registered investment advisor at The Institute, based in Denver, CO, with 27 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 817 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The maximum annual fee is generally 2.00% of assets under management, though certain clients may agree to higher fees in limited circumstances.
Fee Estimator
Location
9878 W. Belleview Ave., #2306, Denver, CO, 80123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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There is no information about Matthew's outside business activities in the provided text.
Employment History
Current Registrations
The Institute
Previous Registrations
The Institute
Institute for Wealth
Peak Wealth Management LLC
Peak Securities Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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