Matthew Myland
Matthew Myland is a registered investment advisor at Api Financial Advisors, LLC, based in Rockledge, FL, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 227 clients with $85M 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 | 1.95% |
Management fee is negotiable and no more than 1.95% annually. Clients also pay a 0.10% asset-based fee for trading costs.
Fee Estimator
Location
1950 Rockledge, Unit 201, Rockledge, FL, 32955
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
Matthew is a managing member and independent insurance agent selling various insurance products, dedicating a few hours per week to this activity. He is also a managing member/IAR of API Financial Advisors, LLC and Solomon API, dedicating full-time hours to the latter. Matthew co-owns Ascensio Ulima, LLC (commercial property) and Titan Heating and Air, LLC, but devotes no time to these ventures.
Employment History
Current Registrations
Quility Financial Advisors
Solomon Api LLC
Previous Registrations
Wealth Watch Advisors, LLC
Fa Advisor Network, LLC.
Jonathan Roberts Advisory Group, INC.
LPL Financial Corporation
State Registrations2 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
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