Michael Matthews
Michael Matthews is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Virginia Beach, VA, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
562 Lynnhaven Parkway,, Suite 202, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Michael is an investment advisor representative with Concurrent Advisors d/b/a Allegiant Wealth Partners, dedicating full-time hours to soliciting advisory business and managing accounts. He also provides fixed insurance advice, spending a few hours per week on this activity, and is Vice President of Retirement Systems Solutions, teaching federal employee benefits.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Royal Alliance Associates, INC.Broker
Dukes & CO Advisory, INC.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations2 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.