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Matthew Albers

Drs Wealth Management
26 Years of Experience
Easton, MD
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Matthew Albers is a registered investment advisor at Drs Wealth Management, based in Easton, MD, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 182 clients with $88M in assets under management.

Drs Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
182 clients
Average Client Portfolio
$486K average
Assets Under Management
$88.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual fees range from 0.75% to 1.75% of assets under management and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8133 Elliott Road, Suite 212, Easton, MD, 21601

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2019
Final
Customer Dispute
May 2014
Settled
Employment Separation After Allegations
May 2001
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is an independent insurance broker selling insurance products, a member of an oyster farm (minimal time commitment), a strategic partner in a non-profit solutions agency, and chairman of the board for an environmental center. He is also the CEO of DRS Business Advisory, LLC, providing business exit planning advisory services, dedicating a few hours per week.

Employment History
Current Registrations
Drs Wealth Management
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Drs Wealth Management
December 2019 - December 2019 · 0 mos
Paulson Investment Company, LLC
March 2016 - October 2019 · 3 yrs 7 mos
Paulson Investment Company LLCBroker
December 2015 - October 2019 · 3 yrs 10 mos
Newport Coast Asset Management
February 2013 - December 2015 · 2 yrs 10 mos
Newport Coast Securities, INC.Broker
June 2012 - January 2016 · 3 yrs 7 mos
Ariston Wealth Management, LP
April 2012 - February 2013 · 10 mos
Meyers Associates, L.P.Broker
October 2011 - February 2013 · 1 yr 4 mos
Ariston Wealth Management, LP
October 2011 - April 2012 · 6 mos
Anderson & Strudwick, IncorporatedBroker
July 2010 - October 2011 · 1 yr 3 mos
Anderson & Strudwick, Incorporated
July 2010 - October 2011 · 1 yr 3 mos
Jesup & Lamont Securities CORP.
June 2009 - July 2010 · 1 yr 1 mo
Jesup & Lamont Securities CORPBroker
May 2009 - July 2010 · 1 yr 2 mos
Empire Financial Group, INC.Broker
August 2004 - December 2008 · 4 yrs 4 mos
Berthel, Fisher & Company Financial Services, INC.Broker
March 2003 - December 2003 · 9 mos
Continental Capital Investment Services
December 2001 - December 2002 · 1 yr
Continental Capital Investment Services, INC.Broker
June 2001 - March 2003 · 1 yr 9 mos
Triad Advisors, INC.Broker
August 1999 - May 2001 · 1 yr 9 mos
Investacorp, INC.Broker
December 1998 - December 2000 · 2 yrs
State Registrations8 states
DEFLIDLAMDNCTXVA
Advisor

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
No exam information available for this advisor.
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