Matthew Albers
Matthew Albers is a registered investment advisor at Drs Wealth Management, based in Easton, MD, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 182 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DRS Wealth Management's fee for investment advisory services ranges from 0.75% to 1.75% of the value of your portfolio annually. The specific fee is negotiated based on factors like portfolio size and complexity. Fees are paid monthly, based on the account value at the end of the previous month. DRS may use third-party asset managers, and their fees are in addition to DRS's fee. DRS will lower its fee to keep overall client fees as stipulated by contract.
Location
133 West Street, Suite I, Easton, MD, 21601
Get directionsHistory
Regulatory History (3)
Regulatory
August 2019Customer Dispute
May 2014Employment Separation After Allegations
May 2001Other 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
Previous Registrations
Drs Wealth Management
Paulson Investment Company, LLC
Paulson Investment Company LLCBroker
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
Ariston Wealth Management, LP
Meyers Associates, L.P.Broker
Ariston Wealth Management, LP
Anderson & Strudwick, Incorporated
Anderson & Strudwick, IncorporatedBroker
Jesup & Lamont Securities CORP.
Jesup & Lamont Securities CORPBroker
Empire Financial Group, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Continental Capital Investment Services
Continental Capital Investment Services, INC.Broker
Triad Advisors, INC.Broker
Investacorp, INC.Broker
State Registrations8 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.