Matthew Mcgroarty
Matthew Mcgroarty is a registered investment advisor at Nations Financial Group, INC., based in Berwyn, PA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.
Location
1055 Westlakes Dr., Suite 300, Berwyn, PA, 19312
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Employment Separation After Allegations
October 2005Other Business ActivitiesSells Insurance
Matthew is an owner of McGroarty Investment Group, offering investment and advisory services since 2015. He dedicates nearly full-time hours to account management and related duties, and is also an insurance agent.
Employment History
Current Registrations
Nations Financial Group, INC.Broker
Nations Financial Group, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations15 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.