Matthew Amsberry is a CFA-designated registered investment advisor at Hp Wealth Management LLC, based in Laramie, WY, with 12 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable.
Fee Estimator
Location
401 E. Fremont St., Laramie, WY, 82072
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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.
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Matthew works as a Certified Public Accountant (CPA) and Chief Investment Officer at HighPoint CPAs, focusing on tax preparation and accounting. This role takes nearly full-time hours.
Employment History
Current Registrations
Hp Wealth Management LLC
Previous Registrations
Advisers Investment Management, INC.
H.D. Vest Advisory Services, INC
State Registrations3 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.