Michael Mathews
Michael Mathews is a registered investment advisor at Citizens Securities, INC., based in Coventry, RI, with 21 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
738 Tiogue Avenue, Mailstop: Ri-024, Coventry, RI, 02816
Get directionsHistory
Regulatory History (1)
Financial
October 2016Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Equity Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 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.