Matthew Fall
Matthew Fall is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Springfield, MO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B 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 | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.
Fee Estimator
Location
4130 S Fairview Avenue, Suite 104, Springfield, MO, 65807
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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 Activities
Matthew is doing business as Dixon Incorporated, an entity for his LPL business, dedicating 90% of his time. He is also an Investment Advisor Representative (IAR) with Cornerstone Wealth Management, spending about 10-20% of his time there, and manufactures/sells sports display products through F3 Displays LLC, spending about 10-20% of his time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ing Financial Advisers, LLCBroker
Financial Network Investment CorporationBroker
Multi-Financial Securities CorporationBroker
Financial Network Investment CorporationBroker
Multi-Financial Securities CorporationBroker
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations2 states
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