Matthew Simmons
Matthew Simmons is a CFA-designated registered investment advisor at Salem Investment Counselors INC, based in Winston Salem, NC, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 1,361 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1% annually, billed quarterly in arrears. Discounts and premiums may be negotiated, and a flat annual fee may be used in lieu of a percentage fee.
Fee Estimator
Location
480 Shepherd Street, Winston Salem, NC, 27103
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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 →Employment History
Current Registrations
Salem Investment Counselors INC
Previous Registrations
Truist Advisory Services, INC.
Bb&t Asset Management, INC.
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
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.
Exams
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