Matthew Elkins
Matthew Elkins is a registered investment advisor at Gradient Advisors, LLC, based in Beaver, WV, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
968 Ritter Dr, PO Box 1933, Beaver, WV, 25813
Get directionsHistory
Regulatory History (1)
Financial
August 2017Other Business ActivitiesSells Insurance
Matthew is the President and Investment Advisor Representative at Elkins Financial Services, dedicating about half his time to financial and retirement planning. He also works as an insurance broker, primarily maintaining existing health and life insurance policies, spending about 10-20% of his time on this.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Independence Capital CO., INC.Broker
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
United Brokerage Services, INCBroker
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.