MH
MH

Matthew Hogfeldt

24 Years of Experience
Weddington, NC
Broker

Matthew Hogfeldt is a registered investment advisor at Allspring Funds Management, LLC, based in Weddington, NC, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

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Location

Weddington, NC

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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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Employment History
Current Registrations
Allspring Funds Distributor, LLC
February 2010 - Present · 16 yrs 3 mos
Allspring Funds Distributor, LLCBroker
February 2010 - Present · 16 yrs 3 mos
Allspring Funds Management, LLC
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Wells Fargo Funds Distributor, LLCBroker
April 2005 - December 2009 · 4 yrs 8 mos
Wells Fargo Funds Management, LLC
January 2005 - December 2009 · 4 yrs 11 mos
Strong Capital Management INC
October 2004 - January 2005 · 3 mos
Strong Investments, INC.Broker
October 2002 - April 2005 · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
October 2001 - October 2002 · 1 yr
State Registrations3 states
NCSCVA
AdvisorBrokerBoth

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 Hogfeldt - Financial Advisor | TrueAdvisor