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Matthew Mclaughlin

25 Years of Experience
Foxboro, MA
Sells Insurance

Matthew Mclaughlin is a registered investment advisor at Savior Wealth, based in Foxboro, MA, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management. Their firm serves 248 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
248 clients
Average Client Portfolio
$450K average
Assets Under Management
$111.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.50%
$5.0M - $10.0M2.00%
$10M+1.50%

Advisory fees are negotiable and Savior Wealth may determine to waive or reduce its fee for any reason.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

132 Central Street, Suite 208, Foxboro, MA, 02035

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Matthew is dually-registered as an investment advisor representative and a registered representative, dedicating the majority of his time to investment advisory services. He also sells insurance products and engages in acting as an extra in films and commercials, and is a notary public.

Employment History
Current Registrations
Savior Wealth
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
June 2018 - September 2022 · 4 yrs 3 mos
The Patriot Financial Group, LLC
February 2017 - September 2022 · 5 yrs 7 mos
LPL Financial LLCBroker
January 2017 - July 2018 · 1 yr 6 mos
MML Investors Services, LLCBroker
May 2013 - January 2017 · 3 yrs 8 mos
Signator Investors, INC.Broker
April 2009 - April 2013 · 4 yrs
Morgan Stanley & CO. Incorporated
May 2008 - February 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
May 2008 - February 2009 · 9 mos
Wachovia Securities, LLC
May 2006 - April 2008 · 1 yr 11 mos
Wachovia Securities, LLC
April 2006 - May 2006 · 1 mo
Wachovia Securities, LLCBroker
July 2003 - April 2008 · 4 yrs 9 mos
Prudential Securities IncorporatedBroker
September 2001 - July 2003 · 1 yr 10 mos
Prudential Securities IncorporatedBroker
January 2000 - July 2001 · 1 yr 6 mos
State Registrations1 state
MA
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.
Matthew Mclaughlin - Financial Advisor | TrueAdvisor