Matthew Norland is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Mankato, MN, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
503 Long Street, Mankato, MN, 56001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is involved in several business activities, including Norland Financial LLC (for office expenses), Meyer & Norland Financial Group (DBA for LPL business), and providing investment advisory services through Private Advisor Group, LLC. He also owns Midwest Plaza, LLC for real estate rental and tax/investment purposes, and is a notary public.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investors Financial Group
LPL Financial LLC
State Registrations25 states
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