Erwin Matthews
Erwin Matthews is a PFS-designated registered investment advisor at One Source Advisory Services, LLC, based in Atlanta, GA, with 30 years of industry experience. Erwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 115 clients with $19M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. Fees may be waived or decreased for family and employee accounts. Non-profit organizations may have a reduced fee at the discretion of the advisor.
Fee Estimator
Location
260 Peachtree Street Nw, Suite 2200, Atlanta, GA, 30303
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business Activities
Erwin is a Certified Public Accountant providing small business accounting and tax preparation services through LRM Accounting & Tax Services LLC, dedicating about a quarter of his time during tax season. He is also a partner in 3182 Glenwood LLC and 919 N Madison Avenue, LLC, both commercial property management and leasing businesses, spending minimal time on each.
Employment History
Current Registrations
One Source Advisory Services, LLC
Previous Registrations
One Source Advisory Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
American Express Financial Advisors, INC.
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.