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CFP

Matthew Meline

Sanctuary Advisors, LLC
27 Years of Experience
Des Moines, IA
2 DisclosuresBroker
View SEC Summary
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Matthew Meline is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Des Moines, IA, with 27 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.

Sanctuary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
402 advisors
Number of Clients
19,540 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$34.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2580 Fleur Dr, Ste 300, Des Moines, IA, 50321

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Settled
Customer Dispute
December 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Matthew is the Board Chair for YMCA, dedicating a few hours per week. He also owns 3Putt Publishing and is the CEO of PrairieFire College Planning, spending about 10-20% of his time on each.

Employment History
Current Registrations
Sanctuary Advisors, LLC
August 2019 - Present · 7 yrs 2 mos
Sanctuary Securities, INC.Broker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - September 2019 · 10 yrs 3 mos
Morgan Stanley
June 2009 - September 2019 · 10 yrs 3 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
Wells Fargo Investments, LLC
August 2001 - November 2008 · 7 yrs 3 mos
Brenton Investments, INC.Broker
May 2001 - November 2001 · 6 mos
Wells Fargo Brokerage Services, L.L.C.Broker
April 2001 - July 2001 · 3 mos
Wells Fargo Investments, LLCBroker
April 2001 - November 2008 · 7 yrs 7 mos
Pfic Securities CorporationBroker
May 1999 - April 2001 · 1 yr 11 mos
State Registrations16 states
CACOFLIAILINMEMIMNMONENMNVOHTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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