Matthew Ringler
Matthew Ringler is a CFP-designated registered investment advisor at Lakeland Investment Advisors, LLC., based in Syracuse, IN, with 19 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. Their firm serves 87 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.65% |
Fixed income portfolios (CD’s, Bonds only): Custom quote based on complexity of portfolio.
Fee Estimator
Location
Syracuse, IN
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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 is licensed to sell individual life insurance and fixed annuities in Indiana and Florida as an independent contractor. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Lakeland Investment Advisors, LLC.
Previous Registrations
Harris Investor Services, INC.
Obs Financial Services, INC.
State Registrations1 state
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.