Joel Matthews
Joel Matthews is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Canfield, OH, with 31 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
4137 Boardman Canfield Rd Ste 109, Canfield, OH, 44406
Get directionsHistory
Regulatory History (1)
Criminal
Other Business Activities
Joel owns multiple real estate properties, some investment-related and some not. He dedicates a few hours per week to these activities, with some requiring about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations39 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.
Exams
More Advisors
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