Matthew Lowery
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 Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
Peoria, AZ
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Regulatory History (1)
Customer Dispute
January 2013Other 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
Previous Registrations
The Leaders Group, INC.Broker
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
M&i Financial Advisors, INC.
M&i Investment Management CORP.
M&i Financial Advisors, INC.
M&i Financial Advisors, INCBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.