Matthew Wilson
Matthew Wilson is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Boulder, CO, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
1135 Pearl Street, #208, Boulder, CO, 80302
Get directionsHistory
Regulatory History (2)
Regulatory
March 2009Employment Separation After Allegations
December 2008Other Business ActivitiesSells Insurance
Matthew is an insurance agent selling insurance products, dedicating minimal time to this activity. He is also the president/owner of Summit CPA Solutions, a CPA consulting practice, spending about a quarter of his time there, and a managing member of Bolder Eagle Fund, LP, dedicating a few hours per week to capital raise and fund administration.
Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations20 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.