Matthew Brown
Matthew Brown is a registered investment advisor at Private Advisor Group, LLC, based in Grand Rapids, MI, with 28 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
5242 Plainfield Ave, Suite D, Grand Rapids, MI, 49525
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew sells non-variable insurance products, including life and fixed annuities, dedicating a few hours per week. He is also affiliated with Investment Services Group (ISG) and Private Advisor Group, LLC, spending full-time hours with the latter.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Isg Equity Sales CorporationBroker
State Registrations15 states
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