JM
ChFC
JM
ChFC
Joseph Matson
53 Years of Experience
Palm City, FL
4 DisclosuresSells Insurance
Joseph Matson is a ChFC-designated registered investment advisor at Ash Matson Wealth Partners, INC., based in Palm City, FL, with 53 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
N/A
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Palm City, FL
Get directionsHistory
Regulatory History (4)
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Customer Dispute
April 1998Settled
Customer Dispute
June 1993Settled
Regulatory
September 1992Final
Customer Dispute
April 1991Settled
Other Business ActivitiesSells Insurance
Joseph works as an insurance agent, dedicating a few hours per week to insurance sales. He also works as a consultant for Matson Money, spending minimal time attending quarterly meetings.
Employment History
Current Registrations
Ash Matson Wealth Partners, INC.
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Jefferson Pilot Securities CorporationBroker
February 2005 - September 2005 · 7 mos
Matson & Cuprill, LLC
February 2003 - June 2013 · 10 yrs 4 mos
Jefferson Pilot Securities CorporationBroker
May 1999 - May 2003 · 4 yrs
Ogilvie Security Advisors CorporationBroker
March 1998 - April 1999 · 1 yr 1 mo
Jefferson Pilot Securities CorporationBroker
November 1974 - February 1998 · 23 yrs 3 mos
Ina Security CorporationBroker
March 1973 - December 1974 · 1 yr 9 mos
M F C Securities, INC.Broker
January 1973 - March 1973 · 2 mos
State Registrations1 state
FL
Advisor
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.