Matthew Kasper
Matthew Kasper is a CFP-designated registered investment advisor at M Holdings Securities, INC., based in Phoenix, AZ, with 16 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
5090 N. 40th STREET, Suite 180, Phoenix, AZ, 85018
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 a director at Cohn Financial Group, where he sources clients and works as an insurance producer/consultant for various entities, servicing insurance policies. This activity takes Matthew a full-time commitment.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citi Global Advisory, LLC
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Aon Securities CorporationBroker
American Benefits & Compensation Securities CORPBroker
State Registrations13 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.
Exams
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