Matthew Oberst
Matthew Oberst is a registered investment advisor at Trinity Portfolio Advisors, LLC, based in Plano, TX, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 622 clients with $530M 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% |
Annual fee varies between 0% and 2.00% depending on the market value of assets under management and services rendered. Fees are negotiable.
Fee Estimator
Location
6860 Dallas Parkway, Ste 200, Plano, TX, 75024
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew sells and services insurance products for various carriers since 2006, dedicating minimal time to this activity. He also owns 2% of All Season Greens, LLC, a company that produces hydroponic systems.
Employment History
Current Registrations
Trinity Portfolio Advisors, LLC
Previous Registrations
MML Investors Services, INC.
AXA Advisors, LLC
Mony Securities Corporation
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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