Matthew Moll is a registered investment advisor at Truadvisors, based in Tampa, FL, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 172 clients with $130M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
3030 N Rocky Point Drive, Suite 280, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2013Other Business Activities
Matthew is a managing member of Suncoast Developments, LLC, a commercial real estate development company. He spends about 10-20% of his time on project management, financial, and cost analysis.
Employment History
Current Registrations
Truadvisors
Previous Registrations
Charles Schwab & CO., INC.
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.