MC
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Matthew Catron

20 Years of Experience
Houston, TX
1 DisclosureBroker

Matthew Catron is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, 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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1300 Hercules Ave Ste 205, Houston, TX, 77058

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History

Regulatory History (1)
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Criminal
March 1998
Final Disposition
Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2021 - Present · 5 yrs 7 mos
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - March 2021 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - March 2021 · 7 yrs 4 mos
TD Ameritrade, INC.
December 2008 - November 2013 · 4 yrs 11 mos
Amerivest Investment Management, LLC
December 2008 - November 2013 · 4 yrs 11 mos
TD Ameritrade, INC.Broker
December 2008 - November 2013 · 4 yrs 11 mos
Ameriprise Financial Services, INC.
September 2006 - December 2008 · 2 yrs 3 mos
Ameriprise Financial Services, INC.Broker
June 2006 - December 2008 · 2 yrs 6 mos
State Registrations17 states
ARCOFLGAKSLAMAMIMOMSOHOKPAPRTXVAWV
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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