Matthew King
Matthew King is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Sugar Land, TX, with 26 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3 Sugar Creek Center Blvd., Ste. 550, Sugar Land, TX, 77478
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2019Other Business Activities
Matthew is the founder of King Estate Law PLLC, providing legal services, and spends about half of his time on it. He also works as an advisory representative of a Registered Investment Advisor (RIA), dedicating full-time hours to it.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Scottrade, INC.Broker
The Avantus Group, INC.Broker
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.