Matthew Quattlebaum
Matthew Quattlebaum is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fairfax, VA, with 21 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4000 Legato Road, Suite 410, Fairfax, VA, 22033
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Matthew operates several DBAs for his LPL business, including Wagner Resource Group and Integrated Financial Partners. He is also an independent insurance agent selling non-variable insurance and provides investment advisory services through Integrated Wealth Concepts, dedicating about half his time to the latter. Matthew also owns rental real estate.
Employment History
Current Registrations
LPL Financial LLCBroker
Integrated Wealth Concepts LLC
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
State Registrations23 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.
Exams
More Advisors
- Jeffrey Callan, CFPLPL Financial LLC
- Francis Donnelly, CFPLPL Financial LLC
- Phylyp Wagner, CFPLPL Financial LLC
- Terence Burns, CFACampion Asset Management, LLC
- Hannah Collman, CFPFocus Partners Wealth, LLC
- Sun Kim, CFPEsi Financial Advisors