Matthew Snipes
Matthew Snipes is a CFP-designated registered investment advisor at Topsail Wealth Management LLC, based in Charlotte, NC, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 240 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $900K | 1.00% |
| $900K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $25.0M | 0.10% |
| $25M+ | 0.05% |
Client relationships with less than $3 million in assets are subject to a minimum annual fee of the lesser of $9,000 or 1%.
Fee Estimator
Location
10800 Sikes Place, Suite 230, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2015Other Business Activities
Matthew operates Topsail Wealth Mgmt., a DBA for his RIA business, dedicating all of his time to it. He also provides trustee services for clients since May 2024.
Employment History
Current Registrations
Topsail Wealth Management LLC
Previous Registrations
Independent Advisor Alliance, LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations4 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.