Keith Laibson is a registered investment advisor at Matson Money, INC., based in Concord, NC, with 24 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 29,985 clients with $24B 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 $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee schedule applies to the Private Account Asset Allocation Program. Fees are negotiable for accounts over $1 million. For the Matson Fund Platform and Frontier Adjusted Portfolio Program, referrers charge separate advisory fees up to 1.20% annually, and underlying funds charge up to 0.50%.
Fee Estimator
Location
1028 Lee-Ann Drive, Suite 218, Concord, NC, 28025
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Keith is involved with Family Wealth Partners, providing financial planning services. He also sells life, disability, and long-term care insurance when suitable for clients.
Employment History
Current Registrations
Matson Money, INC.
Family Wealth Partners Concord, INC
Previous Registrations
Uvest Financial Services Group, INC.
MML Investors Services, 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.
Exams
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