TrueAdvisor
TrueAdvisor
ML
CFP
ML
CFP

Matthew Lowery

Portside Wealth Group, LLC
19 Years of Experience
Peoria, AZ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Matthew Lowery is a CFP-designated registered investment advisor at Portside Wealth Group, LLC, based in Peoria, AZ, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B in assets under management.

Portside Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
6,475 clients
Average Client Portfolio
$221K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Peoria, AZ

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is an independent insurance agent, a managing partner/wealth management advisor at Suncrest Advisors, a performer, an IAR at Portside Wealth Group, president of Inspiration Mountain LLC, and a regional vice president at Portside Wealth Group LLC. He dedicates full-time hours to his insurance and wealth management roles, about a quarter of his time to his regional VP role, minimal time to his LLC, and a few hours per week to performing.

Employment History
Current Registrations
Portside Wealth Group, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
The Leaders Group, INC.Broker
February 2023 - July 2024 · 1 yr 5 mos
Dfpg Investments, LLCBroker
February 2022 - January 2023 · 11 mos
Townsquare Capital, LLC
February 2022 - June 2023 · 1 yr 4 mos
MML Investors Services, LLC
November 2014 - February 2022 · 7 yrs 3 mos
MML Investors Services, LLCBroker
September 2014 - February 2022 · 7 yrs 5 mos
BMO Harris Financial Advisors, INC
August 2012 - August 2014 · 2 yrs
BMO Harris Financial Advisors, INC.Broker
August 2012 - August 2014 · 2 yrs
M&i Financial Advisors, INC.
April 2012 - August 2012 · 4 mos
M&i Investment Management CORP.
May 2010 - April 2012 · 1 yr 11 mos
M&i Financial Advisors, INC.
December 2009 - March 2010 · 3 mos
M&i Financial Advisors, INCBroker
December 2009 - August 2012 · 2 yrs 8 mos
VALIC Financial Advisors, INC.Broker
July 2009 - December 2009 · 5 mos
VALIC Financial Advisors, INC.
July 2009 - December 2009 · 5 mos
Banc of America Investment Services, INC.
August 2007 - March 2009 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
July 2007 - March 2009 · 1 yr 8 mos
Metlife Securities INC.Broker
October 2001 - August 2002 · 10 mos
Metropolitan Life Insurance CompanyBroker
October 2001 - August 2002 · 10 mos
State Registrations2 states
AZTX
Advisor

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.
More Advisors
More financial advisors in Peoria, AZ →All financial advisors in Arizona →