Matthew Mckinney
Matthew Mckinney is a registered investment advisor at Arcon Wealth Management, based in Southlake, TX, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 25 clients with $33M 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 $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable above $1,000,000.
Fee Estimator
Location
100 Ginger Court, Southlake, TX, 76092
Get directionsHistory
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 involved in outside fixed insurance activities since 2006 and non-variable insurance activities. These activities take about half of Matthew's time.
Employment History
Current Registrations
Arcon Wealth Management
Previous Registrations
Linsco/private Ledger CORP.
Advanced Planning, INC.
Advanced Planning, INC.
State Registrations1 state
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.