Matthew Peoples
Matthew Peoples is a registered investment advisor at Commonwealth Financial Network, based in North Liberty, IA, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
205 West Penn Street, North Liberty, IA, 52317
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Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Matthew is involved in fixed insurance sales and owns MLP Insurance, a private entity facilitating securities, advisory, and insurance business, taking up a significant portion of his time. He also owns LJP Management LLC, managing rental properties, which requires minimal time.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Eagle One Investment, LLC
Eagle One Investments, LLCBroker
State Registrations14 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.