Matthew Westhoff
Matthew Westhoff is a CFP-designated registered investment advisor at Mbm Wealth Consultants, LLC, based in Chesterfield, MO, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 642 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
Fee Estimator
Location
16401 Swingley Ridge Rd., Suite 450, Chesterfield, MO, 63017
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Matthew is a member and investment advisor representative of MBM Wealth Consultants, LLC, dedicating nearly full-time hours to investment advisory services. He also serves as a member and agent at MBM Insurance Services, LLC, spending a few hours per week on sales and service of fixed insurance products, and is involved in several other business entities and a non-profit.
Employment History
Current Registrations
Mbm Wealth Consultants, LLC
Previous Registrations
Oneamerica Securities, INC.
Metlife Securities INC.
State Registrations3 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
- Maria Alvarez, CFPMbm Wealth Consultants, LLC
- William Weckback, CFPMbm Wealth Consultants, LLC
- Geoffrey Eikmann, CFAMbm Wealth Consultants, LLC
- Justin Fowler, CFPMbm Wealth Consultants, LLC
- Andrew Mccluer, CFPMbm Wealth Consultants, LLC
- Robert Hofman, CFPHofman Wealth Management