Matthew Andersen
Matthew Andersen is a registered investment advisor at Westlake Asset Management, LLC, based in Austin, TX, with 27 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Westlake Asset Management charges a percentage of the amount you invest. The fees may be negotiable.
- Private Debt & Equity: 1.0% - 2.0%
- Public Debt & Equity: 0.5% - 2.0%
Location
108 Wild Basin Rd, Suite 250, Austin, TX, 78746
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 Activities
Matthew owns a commercial property in Austin, TX, dedicating minimal time to property management. He is also the CEO of Westlake IB, LLC, a full-time role, and a board member of Firstclose, spending minimal time with no compensation.
Employment History
Current Registrations
Westlake Asset Management, LLC
Fnex Capital, LLCBroker
Previous Registrations
Independent Investment Bankers CORP.
Independent Investment Bankers, CORP.Broker
Westlake SecuritiesBroker
NFP Securities, INC.
NFP Securities, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Clark Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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.