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Matthew Catron

19 Years of Experience
Houston, TX
1 DisclosureBroker

Matthew Catron is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 19 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 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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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 2 mos
Ameriprise Financial Services, LLCBroker
March 2021 - Present · 5 yrs 2 mos
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 2 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.