Matthew Ward is a registered investment advisor at Encore 401k, LLC, based in Driggs, ID, with 30 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8 clients with $13M 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 | 1.00% |
Annual fee between 0.50% and 1.00%. For accounts more than $4 million, our fee is negotiable.
Fee Estimator
Location
253 S. Main St., Driggs, ID, 83422
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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 →Employment History
Current Registrations
Encore 401k, LLC
Previous Registrations
American Funds Distributors, INC.Broker
John Hancock Distributors LLCBroker
Ing Financial Advisers, LLCBroker
Allmerica Investments, INC.Broker
State Registrations3 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.