Matthew Mckeown
Matthew Mckeown is a registered investment advisor at Pearl Wealth Group, based in Palm Harbor, FL, with 15 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, High Net Worth, and 4 more. Their firm serves 273 clients with $100M 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 $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. PWG may direct clients to AE Wealth Management, with a total fee of 1.50% (1.05% to PWG and 0.45% to AE Wealth Management).
Fee Estimator
Location
Palm Harbor, FL
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 licensed insurance agent in Florida and other states, offering life insurance, Medicare, and annuities since 2024. He dedicates about 10-20% of his time to this business, and expects to derive 30% of his yearly compensation from it.
Employment History
Current Registrations
Pearl Wealth Group
Previous Registrations
Sandy Morris Financial & Estate Planning Services, LLC
G.F. Investment Services, LLCBroker
Questar Capital CorporationBroker
State Registrations1 state
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.