MP
MP
Matthew Panke
31 Years of Experience
Clayton, MO
2 DisclosuresBroker
Matthew Panke is a registered investment advisor at Charles Schwab & CO., INC., based in Clayton, MO, with 31 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8455 Maryland Avenue, Suite 100, Clayton, MO, 63105-3646
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020Closed-No Action
Customer Dispute
March 2008Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2007 - Present · 19 yrs 6 mos
Charles Schwab & CO., INC.Broker
April 2007 - Present · 19 yrs 6 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
March 2004 - March 2007 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2003 - March 2007 · 3 yrs 4 mos
Charles Schwab & CO., INC.Broker
July 1995 - November 2003 · 8 yrs 4 mos
Edward D. Jones & CO., L.P.Broker
September 1994 - June 1995 · 9 mos
State Registrations21 states
ARAZCACOFLGAIAILMAMIMONCNVNYOHOKPAPRSCTXVA
AdvisorBrokerBoth
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
No exam information available for this advisor.
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