Matthew Spangler is a registered investment advisor at Signal Research Group LLC, based in Edmond, OK, with 16 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, Investment Management, Retirement Planning. Their firm serves 104 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
2401 S Bryant Ave, Suite 100, Edmond, OK, 73013
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an independent insurance broker for various companies. He is also a minority owner of Blue Banner Group, a holding company, and is involved with Signal Market Research, LLC, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Signal Research Group LLC
Previous Registrations
Merit Advisors, INC.
State Registrations4 states
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.