Matthew Shipman
Matthew Shipman is a registered investment advisor at Park Avenue Securities LLC, based in Boise, ID, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
950 W Bannock Street, Suite 1100, Boise, ID, 83702
Get directionsHistory
Regulatory History (1)
Criminal
November 1995Other Business ActivitiesSells Insurance
Matthew is involved in several business activities, including being an officer of a holding company, a part-owner of RealEquity LLC and APN (Advanced Practice Network), and the president of MWS Financial Inc. He also sells insurance products and owns rental properties, dedicating minimal time to each of these endeavors.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations53 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.