Matthew Mcinerney
Matthew Mcinerney is a registered investment advisor at Voya Financial Advisors, INC., based in Saginaw, MI, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
350 St Andrews Ste 200, Saginaw, MI, 48638
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2002Criminal
July 1980Other Business ActivitiesSells Insurance
Matthew is the owner of Retirement Planning Partners, LLC, created to manage business expenses. He is also an independent insurance agent selling fixed insurance products, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations6 states
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.