Matthew Karis is a CFP, ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Atlanta, GA, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
4200 Northside Parkway NW, Building One, Suite 200, Atlanta, GA, 30327
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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.
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Matthew is a member of Karis Wealth Management Group (business entity for tax/investment purposes) and owns MW Sandpiper Rental LLC (real estate rental). He also provides investment advisory services through Private Advisor Group, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Sage Capital Holdings, LLC
Sage Southeastern Securities, INC.
Sage Southeastern Securities, INC.Broker
First Legacy Securities, LLC
First Legacy Securities, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Suntrust Securities, INC.Broker
J.P. Turner & Company, L.L.C.Broker
State Registrations15 states
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