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CFP
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CFP

Matthew Schirber

Raymond James Financial Services Advisors, INC
20 Years of Experience
Glendale, CO
Broker
View SEC Summary
View SEC Summary

Matthew Schirber is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glendale, CO, with 20 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 South Cherry Street, Suite 1020, Glendale, CO, 80246

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew is a partner in Apres Ski LLC and West Boulevard, LLC, both rental real estate businesses, and spends minimal time on each. He is also a trustee for two testamentary trusts and co-trustee for a living trust, and is an owner in Boulder Creek Wealth Advisors and Schirber Capital LLC, which are support companies.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2017 - Present · 9 yrs 5 mos
Raymond James Financial Services, INC.
May 2017 - Present · 9 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Edward Jones
February 2007 - May 2017 · 10 yrs 3 mos
Edward JonesBroker
November 2005 - May 2017 · 11 yrs 6 mos
State Registrations38 states
AZCACOCTDEFLGAIAIDILINKSKYMAMDMEMIMNMOMTNCNDNENJNMNVNYOHORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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