MT
MT
Matthew Taheri
31 Years of Experience
Austin, TX
2 DisclosuresBroker
Matthew Taheri is a registered investment advisor at Charles Schwab & CO., INC., based in Austin, TX, with 31 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
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% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11800 Schwab Way, Austin, TX, 78758
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2003Denied
Customer Dispute
September 2002Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
September 2021 - Present · 5 yrs
Charles Schwab & CO., INC.Broker
September 2021 - Present · 5 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
June 2020 - September 2021 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
May 2020 - August 2021 · 1 yr 3 mos
Bbva Wealth Solutions INC.
April 2020 - May 2020 · 1 mo
Bbva Securities INC.Broker
April 2020 - May 2020 · 1 mo
Cuso Financial Services, L.P.
August 2015 - March 2020 · 4 yrs 7 mos
Cuso Financial Services, L.P.Broker
July 2015 - March 2020 · 4 yrs 8 mos
Wells Fargo Advisors, LLC
September 2006 - July 2015 · 8 yrs 10 mos
Wells Fargo Advisors, LLCBroker
July 2006 - July 2015 · 9 yrs
First Command Financial Planning, INC.
September 2005 - February 2006 · 5 mos
First Command Bank
April 2004 - September 2005 · 1 yr 5 mos
First Command Financial Planning, INC.Broker
January 2000 - February 2006 · 6 yrs 1 mo
Intersecurities, INC.Broker
July 1994 - January 2000 · 5 yrs 6 mos
Metlife Securities INC.Broker
August 1993 - March 1994 · 7 mos
Metropolitan Life Insurance CompanyBroker
August 1993 - March 1994 · 7 mos
State Registrations28 states
AZCACOCTDCDEFLHIILLAMAMIMNMONCNJNVNYOHOKORPASCTNTXVAVTWI
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.